Provide support and assistance to the National Business Development Manager(s)
Support of retail investment business in the Central Johannesburg IFA market
Contributing to the regional, provincial, and national distribution and sales strategy implementation
Training intermediaries’ assistants on processes and tools
Building relationships with intermediaries’ assistants and office personnel
Support the BDM in execution of sales tasks and marketing campaigns
Manage and track new business submitted including liaising with relevant teams
Ensure intermediaries adhere to all regulatory requirements.
Administrative support for office tasks and communication with clients and intermediaries.

B-Com and relevant financial/ investment qualification
At least 3 years’ experience in a similar role within the investment / collective investment service industry
Experience with Public Sector retirement fund e.g. GEPF, SOE and Municipal Retirement fund administration
Valid driver’s license and own reliable vehicle
MS Office suite (intermediate level)
Knowledge of economic principles, environment and investment products
Excellent telephone etiquette.

Business Development Coordinator

Key skills