Business Development Manager | IFA Distribution | Kwazulu Natal
Allan Gray Proprietary Limited · Durban, KwaZulu-Natal
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- As Business Development Manager you will report to the Regional Manager and will be responsible for maintaining and growing a panel of Financial Advisers in the KwaZulu-Natal region.
- Through marketing, service delivery and product knowledge, the Business Development Manager is expected to achieve certain sales targets as determined by the Regional Manager.
Responsibilities Sales, Marketing and Relationship Building
- Manage and develop relationships with IFAs and their support staff that will lead to mutually beneficial outcomes
- Maintain and grow business flows from designated IFA panels for both the Allan Gray Manco and Platform
- Deliver against determined sales targets
- Ensure IFAs have a deep understanding of the Allan Gray investment philosophy, platform value proposition and long-term goals of Allan Gray
- Promote Allan Gray, its products, funds and services
- Ensure IFAs and support staff are trained on Allan Gray systems and processes
- Manage distribution of marketing collateral
- Conduct presentations to IFAs and clients when required
- Coordinate and oversee IFA presentations and events
- Ensure the highest standard of service excellence
- Identify industry trends and conduct competitor analysis
Operations and Administration
- Maintain records of IFA practice information including structure and plans
- Develop and execute annual strategic and business plans
- Manage IFA / client queries on an ongoing basis
- Track new business, assets under management, and outstanding requirements
- Report progress against targets to the Regional Manager
- Escalate incidents that may compromise Allan Gray values
- Arrange Regional Manager visits to IFAs
- Ensure cost-effective panel operations
- Liaise with Allan Gray head office divisions
- Maintain a portfolio of evidence for annual assessment
Competencies
- Experience in financial services, client service or distribution
- Strong interpersonal and leadership skills
- Self-motivated, resilient, and action-oriented
- High integrity and confidentiality
- Ability to manage stress and shifting priorities
Minimum Qualifications
- Relevant business degree
- Certified Financial Planner CFP qualification advantageous
Deadline:25th September,2026