Business Development Manager | IFA Distribution | Kwazulu Natal

Allan Gray Proprietary Limited · Durban, KwaZulu-Natal

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Job Description

  • 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

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