Job Description

Business Development Manager – Retail at Britam

The role holder will be responsible for top-line growth in sales to retail customers through Retail and Corporate business. The role holder will manage a team of Business Development Officers and drive business through all the intermediaries.

Key responsibilities:

• Drive BAM retail sales targets through the different Channels.
• Drive growth in retail client numbers through all Channels.
• Aggressive weekly Branch and client engagements – At least 3 per week of each.
• Provide regular training to the Financial Advisor (FA) Network/units and Branches on investments products, processes, and target markets.
• Open markets for the Financial Advisors (FA) network.
• Maintaining relationships with Branch Managers to ensure 50% on target.
• Regular Channel and BDO engagements and pipeline management/ tracking and conversion – target 30% conversion.
• Joint client pitching with the Business Development Officers (BDOs) , Branch Managers and FAs- follow up to ensure closure.
• Client onboarding, meetings and responsible for day-to-day relationship management.
• Relationship management with all the internal and external stakeholders.
• Take up other delegated duties as and when.
• Organize industry events-Generate Pipeline and ensure Return on Investment (ROI).
• Preparation of presentations for customers, meetings and any other arising need.
• Prepare periodic reports as demanded by the business.

Knowledge, experience and qualifications required:

• Bachelor’s degree in related field.
• Relevant Professional qualification (CISI) or it’s equivalent is an added advantage.
• 5 -8 years sales management experience in the financial services sector 3 – 4 of which must be in a management position.
• Knowledge of Capital Markets Authority and Retirement Benefits Authority regulatory requirements.
• Knowledge of Asset Managers products.
• Sales and marketing skills.
• Strong stakeholder management, presentation & communication skills.

Business Development Manager – Retail at Britam