Business Development Manager

Prefered skills

Business Development, Skill Development, Relationship Development, Critical Thinking, Business, Communication, Strategy, Knowledge Acquisition, Interpersonal Skills, Financial Services

Job description

Business Development

• Self-Motivated Team Player in an established department;
• Attending / hosting meetings, preparation for and the follow up of new business leads and prospects;
• Provide demonstrations to clients, Brokers or IFAs on CIG products and systems;
• Travel to Clients / Brokers or IFAs in South Africa, Africa and the Middle East when required reporting to the Johannesburg office;
• Must be able to generate New Business enquiries via various methods i.e., e-mail, LinkedIn campaigns, Events and telephone;
• Dealing with New Business enquiries via various methods i.e., e-mail, LinkedIn campaigns, Events, and telephone;
• When needed, assisting the SA focused Business development managers;
• Building relationships with Clients, Brokers and IFAs;
• Follow the pro-active relationship management tier process via iDCRM;
• Presenting to clients of the Group;
• Meet or surpass sales targets set at the beginning of the year;
• Maintain existing client relationships;
• Send out application forms, introducer agreements and company information;
• New business projects and initiatives, constantly thinking of new innovative ideas for increasing sales;
• Heading the implementation of relationship management events including Boardroom Lunches, seminars, Christmas entertaining and networking opportunities;
• Hosting at networking events;
• Reflect with integrity the values of CIG as part of its public facing profile;
• Helping to prepare formal reports for the CIG Executive committee meetings;
• Monitoring New Business statistics as or when required;
• Quarterly reports and Statistic analysis ;
• Play active role in weekly team meetings;
• Implementing and streamlining new processes;
• Monitoring iDCRM Sales performance and report to the relevant Directors;
• Continuous improvement of statistical reporting of BD activity via iDCRM;
• To attend regular meetings on all areas of sales to ensure we are working as a team.

Wider CIG liaison

• Liaise with Head of Business Development to maintain and develop mutually supportive relationship;
• Communicate proactively with the Customer Services and Client Support team to ensure new and existing BD relationships are well serviced through on boarding and ongoing processes;
• Support relevant BD focused social media activity;
• Maintain good understanding of relevant risk management and compliance processes and procedures relevant to the activities of the BD team;
• Support other members of the Group Business Development team including those based in other offices -the Isle of Man.

Skills Required

• RE5 Certificate and Bachelor`s Degrees, Advanced Diploma or CFP Required;
• Presentation skills to both small and larger audiences of clients; wide knowledge of financial services industry in Africa and the Middle East and topical issues; sound technical product knowledge;
• Confident; self-starter; ambitious; relationship builder;
• Minimum 5 Years relative industry experience, Proven track record and experience of successful business development within a financial services environment, ideally within the industry area of investments, offshore investment knowledge is required; existing network of potential client contacts;
• Fluent in English and Afrikaans.