Business Development Manager at Sanlam Group

Company: Sanlam Group

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Sanlam Group

Industry: Banking / Financial Services

Posted: Sep 5, 2025

Deadline: Not specified

Job Type: Full Time

Qualification: Bachelors, National Certificate

Experience: 4 – 6 years

Location: Western Cape

City:

Field: Sales / Marketing / Retail / Business Development

Job Purpose 

The Business Development Manager will be responsible for developing and maintaining an Investment Intermediary portfolio and increasing Sanlam Group’s market share of retail investment business from this portfolio, and delivering on the Glacier Strategy.

Key Outcomes

The following outcomes will be expected to be achieved by the Business Development Manager:

Attract new business and increase retention of existing investment business
Source and introduce new Intermediaries to Glacier
Ensure that profitable annual sales volumes and monthly targets are met by directly and actively growing and managing an Intermediary Portfolio
Further develop and grow the regional business from the Independent Financial Intermediary vias Sanlam Connect (sales volumes, investment education and training, marketing and client services – administration)
Implementing an Intermediary support model to facilitate effective and efficient support between the Channel, the Intermediary and the various Sanlam Group product providers
Supply accurate investment, product, fund, services, and investor information
Train and develop the Intermediary’s and Intermediary’s support staff
Support investment projects and campaigns (marketing support)
Participate in investment product implementation (presentations, product development & client service support)
Facilitate or identify Intermediary needs – technology, reporting and developing a profitable practice
Manage the Business Development Coordinator    
Co-ordinate and maintain effective SLAs with all relevant stakeholders
Ensure adherence to all regulatory requirements (e.g. FAIS, FICA)
Train and facilitate the use of Glacier’s digital strategy/tools such as the Web and Investment Hub.

Qualifications and Experience

Relevant financial or investments qualification (Financial tertiary qualification)
3 to 5 years’ experience in a financial distribution environment
Supporting and developing of intermediary (IFA) investment practices
Proven Sales related success and track record
Technical knowledge about retail investments, retail investment industry and trends
Valid drivers’ license and own reliable vehicle

Competencies

Resilience and Tenacity (sales environment)
Building and Maintaining Relationships 
Leadership / Management Skills
Contributing to Team Success
Performance / Target Driven
Client Service Orientation
Effective written and verbal communication and presentation skills in Afrikaans and English
Impact & Influence
Innovative Thinking
Entrepreneurial Skills
Problem-solving
Ability to work under pressure 
Ability to effectively and professionally present to large audiences
Ability to train complex concepts

Attributes

Positive, can do attitude with high self confidence levels
Honesty, integrity and respect
Ability to work independently

What will make you successful in this role?

Qualification and Experience

Degree or Diploma with 4 to 6 years related experience.

Knowledge and Skills

Financial advice and support
Production target achievement and budgeting
Compliance and risk management
Client relationship management
Business plan development and implementation

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