Business Development Manager

at  Sanlam

Tygervalley, Western Cape, South Africa -

Start DateExpiry DateSalaryPosted OnExperienceSkillsTelecommuteSponsor Visa
Immediate01 Aug, 2024Not Specified05 May, 20245 year(s) or abovePersonal Development,Difficult Situations,Sc,Investment Sales,Financial Instruments,Unit TrustsNoNo
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Description:

WHO ARE WE?

Amplify Investment Partners is a range of Unit Trusts and Hedge Funds where independent asset managers are appointed to manage specific mandates on behalf of our clients. We provide investors with access to a range of boutique managers while aiming to make an impact on the social and environmental issues facing the country.

MINIMUM REQUIREMENTS

  • Undergraduate degree, preferably commercial (e.g. B. Com, B.Bus.Sc), unless qualified by extensive experience and track record.
  • Relevant postgraduate qualification would be advantageous (e.g., CFA, CFP).
  • At least 5 years’ experience in investment sales.
  • Deep understanding of investment principles, financial instruments and unit trusts.
  • Strong understanding of the segment landscape, different players and key needs.

Responsibilities:

WHAT WILL YOU DO?

You will be joining a team where there is a flat structure and strong team collaboration and sharing of information. You will report directly to the Head of Amplify Investment Partners.
This a great opportunity for a strong team player to join the next generation asset managers contributing to meaningful investment growth. A strong network will be a huge advantage.

KEY RESPONSIBILITIES:

  • Formulate clear strategic objectives and a business plan for specific client area
  • Work closely with the Head of the business and other Account Managers, in terms of developing client strategy and plans (i.e., sales and retention strategies)
  • Actively use and leverage capability of a cluster wide CRM
  • Understand client needs in order to identify appropriate products and solutions
  • Actively manage key client relationships focusing on growing and developing existing clients together with generating new business
  • Influence overall profitability of client area by meeting targets
  • Position and package Amplify simply and effectively to the client area
  • Act as the key interface between the client and Amplify as well as a Amplify brand ambassador
  • Prepare and deliver selling presentations and client feedback reports


REQUIREMENT SUMMARY

Min:5.0Max:10.0 year(s)

Marketing/Advertising/Sales

Sales / BD

Sales Management

Graduate

Proficient

1

Tygervalley, Western Cape, South Africa