Britam – BDM Institutional Business Development.

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BDM Institutional Business Development  (2100006L)

Job Purpose and Key responsibilities

 Reporting to the GM Corporate Business Development,the role holder will be responsible for top-line growth in sales to corporate customers through Institutional Clients of Asset Management Company (AMC).

Key responsibilities

  • Drive sales revenue budget and Corporate Customers numbers through institutional client
  • Collaborate with other Business Development Managers i.e. Corporate Brokers, IFA/Branch as needed to coordinate sales strategy and cross-selling of products
  • Collaborate with Senior Manager 3rd Party Portfolio on establishing client trust and growing customer base
  • Manage high-level relationship with Institutional clients
  • Delegated Authority:  As per the approved Delegated Authority Matrix
  • Perform any other duties as may be assigned from time to time.

Key Performance Measures

  • Drive increase in number of Institutional clients
  • Drive increase in Assets Under Management from Institutional clients
  • Drive increase in sales of insurance products to Institutional clients
  • Drive retention of Institutional/corporate AMC clients

 Knowledge, experience and qualifications required

  •  Bachelor’s degree in relevant field (i.e. Commerce, Marketing etc.)
  • Relevant professional qualification.
  • 7 – 10 years sales management experience in the financial services sector 3 – 4 of which must be in a management position
  • Knowledge of asset management regulatory requirements
  • Knowledge of asset management products
  • Sales and marketing management skills

Change Leaders in Britam need to:

  • Strategically lead a function to service customers from a sustainable and growing customer base whilst increasing profit;
  • Continuously configure and adapt the functional area to most effectively suite the future view of the business;
  • Introduce new concepts so that they are adopted appropriately at the right time (manage the rate of change);
  • Be in touch with the changing industry, customer needs and international best practice; 
  • Improve the efficiency of the function by appropriately challenging managers about operational and tactical issues; 
  • Ensure the function has the most appropriate people capability through effective inspirational leadership, people development, and optimized succession planning; 
  • Ensure clarity of expectations for individuals in the function and other stakeholders across the group;
  • Facilitate functional integration; 
  • Ensure the development and establishment of appropriate behavior and values (culture) within the function that aligns with the strategic direction and values of the business; 
  • Co-ordinate between functions and divisions to ensure optimization of the value chain and resources; 
  • Ensure alignment of strategy, objectives and deliverables within the function;
  • Develop innovative partnerships and distribution channels to increase Britam’s market penetration;
  • Ensure a seamless experience for clients;
  • Appropriately allocate funds and capital to maximize shareholder value;
  • Adequately manage operational risk;
  • Increase operational efficiency; 
  • Provide access to accurate and consistent information and services across all channels;
  • Improve quality and speed of decision making across the business.


Unposting Date: 15-10-2021




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