Purpose of the Role:

To support the growth and development of the distribution channels to enable company to expand its reach and business, through new and existing initiatives and effective delivery of the channel development strategy into the market; in line with company’s business strategy.

Duties and Responsibilities:

  • Deliver on the growth plans for the direct retail investor channel through sales and new client acquisition
  • Identify and leverage company’s scale and distribution opportunities
  • Build strong relationships with external stakeholders by networking and regular communication
  • Build and maintain working relationships by networking; ongoing communication and sharing relevant information
  • Support business development initiatives by implementing the agreed Service Level Agreement with the regional distribution owners
  • Contribute to a culture conducive to the achievement of transformation goals by participating in company’s building initiatives (e.g. staff surveys etc)
  • Participate and support corporate responsibility initiatives for the achievement of business strategy
  • Seek opportunities to improve business processes and systems by identifying and recommending effective ways to operate and adding value to the company
  • Create awareness and expand business opportunities by presenting products through various media
  • Support implementation of projects by coordinating and project managing all activities and making suggestive recommendations
  • Create new business initiatives and expand current distribution channels by identifying opportunities through market and competitor analysis; recommending innovative ideas for services
  • Minimize risks by adhering to regulations; policies and procedures and executing on governance
  • Identify business opportunities from existing and new channels by analyzing available data; collaborating with other departments; engaging and meeting relevant stakeholders
  • Gather information and make Client Value Proposition (CVP) by understanding the company process; researching (market insights); reviewing market segment information and proposing ideas that are aligned to business strategy
  • Put together a business case by compiling all relevant information; come up with findings and draft a proposal with appropriate recommendations and alternatives
  • Support the achievement of the business strategy; objectives and values by reviewing company and Business Unit Plan and ensuring delivered systems; process; services and solutions are aligned
  • Identify training courses and career progression for self through input and feedback from management
  • Ensure all personal development plan activities are completed within specified timeframe
  • Share knowledge and industry trends with team and stakeholders during formal and informal interaction
  • Obtain buy-in for developing new and/or enhanced processes (e.g. operational processes) that will improve the functioning of stakeholders’ businesses by highlighting benefits in support of the implementation of recommendations


  • Matric / Grade 12 / National Senior Certificate
  • Advanced Diplomas/National 1st Degrees
  • BBusSci or Bachelor of Commerce
  • Post Graduate qualification in Sales and Marketing
  • Certified Financial Planner


  • 5 years experience in Sales and Marketing with previous Relationship Management experience – private banking or personal banking

Types of Exposure:

  • Conducting root cause analysis
  • Working with a group to identify alternative solutions to a problem
  • Analysing situations or data that requires an evaluation of multiple factors
  • Interacting with diverse people
  • Building and maintaining effective cross-functional relationships with internal and external stakeholders
  • Developing ways to minimise people risks
  • Analysing and interpreting qualitative and quantitative data
  • Drafting reports
  • Interacting with various levels of management
  • Managing conflict situations
  • Managing multiple projects
  • Influencing stakeholders to obtain buy-in for concepts and ideas
  • Answering internal customer questions
  • Sharing information in different ways to increase stakeholders understanding
  • Communicating complex information orally
  • Communicating complex written information
  • Brainstorming ways of improving a product or situation
  • Challenging the status quo with a view to improving the environment or people’s understanding
  • Identifying trends
  • Checking accuracy of reports
  • Communicating standards to others
  • Conducting gap analysis
  • Conducting a needs analysis
  • Comparing two or more sets of information
  • Coordinating and securing buy-in from stakeholders
  • Preparing and delivering presentation
  • Writing business proposals
  • Providing professional advice/opinion
  • Using different approaches in new work situations

Technical/Professional Knowledge:

  • Banking knowledge
  • Banking procedures
  • Business Acumen
  • Business principles
  • Business terms and definitions
  • Business writing
  • Communication Strategies
  • Governance, Risk and Controls
  • Industry Trends
  • Microsoft Office
  • Principles of financial management
  • Principles of project management
  • Relevant regulatory knowledge
  • Relevant software and systems knowledge
  • Research methodology
  • Data and Business analysis
  • Cluster Specific Operational Knowledge
  • Support Decision – Making Process

Employment Equity:

  • Preference will be given to applicants from designated groups

To apply for this job email your details to jackie@asearch.co.za

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