Key Duties Of The Business Development Manager
- Manage and develop relationships with intermediary clients, such as financial advisors and wealth managers
- Prepare meeting materials and deliver follow-up materials as required
- Collaborate with the Head of Intermediary South Africa to identify and maximize business opportunities
- Understand client requirements and provide a tailored service to meet their needs
- Create business and account plans using the CRM system
- Stay updated on industry developments, regulatory changes, and competitor landscape