Assistant / Manager, Business Development - IAFA

The role supports business growth initiatives, sales advisory support and operational activities to ensure smooth business operations.

Responsibilities:

• Execute and monitor sales campaigns that support business plans and growth strategies.

• Track campaign performance and recommend improvements to effectiveness and advisor participation.

• Coordinate the development, distribution, and implementation of marketing and campaign materials.

• Analyse campaign outcomes and prepare reports to support management decision-making.

• Maintain strong working knowledge of internal sales advisory processes and business guidelines.

• Serve as a key contact for representatives, addressing queries and facilitating the smooth and timely submission of new business applications.

• Provide guidance and support to representatives on business processes, requirements, and best practices.

• Execute Enhanced Monitoring (EM) activities for representatives, including:

  • Conducting coaching sessions.
  • Performing meeting observations.
  • Monitoring adherence to business and compliance requirements.

• Follow up with representatives to ensure timely submission of required documentation.

• Ensure document-related findings are rectified promptly and in accordance with regulatory and internal standards.

• Maintain accurate records of EM activities and outcomes.

• Conceptualise, develop, and implement campaign proposals to support business growth and recruitment objectives.

• Collaborate with stakeholders to identify opportunities to enhance advisor productivity and recruitment success.

• Support events, roadshows, and business development initiatives to attract and retain financial representatives.

• Verify Accredited Investor (AI) status and review supporting documentation for completeness and accuracy.

• Ensure adherence to regulatory requirements, company policies, and operational procedures.

• Support audit and compliance reviews by maintaining proper documentation and records.

• Support departmental initiatives through special projects and ad hoc assignments.

• Work closely with distribution leaders, compliance, operations, marketing, and other stakeholders to deliver business objectives.

• Contribute to process improvements and operational efficiency initiatives.

Requirements:

• Degree holder in Business, Marketing, Finance, Banking, or a related discipline.
• Minimum 6–10 years of relevant experience in business development, sales support, distribution management, financial advisory, or insurance-related functions.
• Ability to manage multiple campaigns, initiatives, and operational matters in a fast-paced environment.
• Strong analytical, coordination, and problem-solving skills with attention to detail.
• Team player with a proactive mindset and willingness to support ad-hoc projects and cross-functional initiatives