Assistant Manager / Manager, Business Development (PIAS)

Job description

PURPOSE OF THE ROLE

·  Reports to Chief Distribution Officer
·  Responsible for the development and implementation of sales and recruitment strategies to drive growth in our Financial Advisory Branches

Business Initiatives and Planning

·  Assist in implementation of business initiatives to meet growth targets on Top Line Sales and Gross Revenue
·  Keep sales force well-informed of changes of business initiatives, product launches and industry movement
·  Actively participate in contributing conducive business feedback, feasible ideas and initiatives to best business initiatives
·  Ensure all invoicing of incentive trips, events and seminars are properly administered
·  Identify opportunities and recommend necessary improvements to increase accuracy and efficiency of SOP and systems
·  Keep abreast of industry initiatives and movements

Branch Management & Relationship Building

·  Responsible to monitoring of Financial Advisory Representatives (FAR) to meeting Growth targets and consistent performance according to set KPIs and target retention with every branch on an annually basis
·  Active engaging, monitoring and reporting to management on Branch’s morale, business, recruitment, sales activity regime and Sales production growth.
·  Develop and maintain good relationships with Business Partners, Branch Managers/Directors
·  Attend to all sales and BD related queries
·  Gather and provide received feedback for improvements to any aspect of corporate business initiatives and/or processes.
·  Provide assistance in the recommendation and process of recruitment, retention and promotion of FARs, Team Leaders and Group Directors. Identify potential FARs and Introducers based on agreed profiles and ensure recruitment in accordance with the business plan.
·  Conduct necessary Interviews for recruitment, promotion and/or resignations of FARs
·  Monitor development needs of sales force and perform ground work to provide feedback/suggestions to raising overall competency of the sales force

Reporting, Policies & Procedures

·  Assist and contribute in the reviewing of BD policies, incentive policies and FAR guidebooks as and when required;
·  Annually review, update and implement Manual, policies, procedures, guidelines and templates annually and ensure these are bench-marked against best practices and head office policies;
·  Ensure the consistent quality and standards of BD incentives, policies and procedures with proper documentation
·  Assist with preparation of reports when necessary
·  Assist HOD whenever necessary

Ad-hoc

·  Any other ad-hoc as required by the manager

QUALIFICATIONS & WORK EXPERIENCE

·  Minimum Diploma/Degree
·  Relevant Insurance certificates
·  Min 3-4 years’ experience in the insurance industry
·  Competency in all other MS programs
·  Comprehension and interest in mathematical processes
·  Flexible with working hours, puts extra effort in when required
·  Good attendance and arrives to work on time
·  Accepts responsibility
·  Consideration and respect for other staff members work requirements
·  Uses initiative to add value
·  Identifies problems and provides practical solutions
·  Accuracy and an eye for detail
·  Strong ability to meet strict deadlines
·  Intermediate to high level of computer skills
·  Cultural fit with corporate organisation
·  Results oriented
·  Excellent communication skills
·  Self starter