Portfolio Manager

About the Opportunity

Sanlam Developing Markets [SDM] (a wholly-owned subsidiary of Sanlam Life Limited) is one of the top financial services providers in the South African entry-level and emerging middle market. It aims to understand the unique requirements of clients and offers a wide range of simple and affordable financial solutions that cover needs such as funeral insurance, savings for education, life cover, and personal accident plans. In terms of the Sanlam Group Governance Policy, SDM is managed by the SA Retail Mass cluster, which is part of the Sanlam Life and Savings cluster within the Sanlam Group. The cluster focuses on retail products, as well as group schemes.

Responsibilities

• Vest, partner and grow selected franchises
• Assist in setting up / transitioning new franchise businesses
• Provide operational, technical, and business support to franchisees
• Assist in franchise portfolio growth and business expansion
• Source and recruit financial advisers, sales managers, and branch managers
• Develop and expand existing markets
• Compliance & risk management
• Manage quality of new business
• Provide training and sales support to franchises
• Practice development
• Analysis of management reports
• Business relationship building
• Conservation / pay point control and worksites focus
• Continuous improvement of service standards to clients

Eligibility

Qualification and Experience:

• Matric
• A Marketing or Financial qualification will be an added advantage
• At least 3 years sales experience, with a minimum of one year in a Sales Management or Sales Management support function
• Preference given to candidates from the financial services industry
• Preference given to candidates with solid understanding of Sky processes and systems
• Preference given to candidates with RE5 & RE1

Knowledge And Skills:

• Formulates, revises, and implements investment plans
• Investment monitoring and compliance
• Investment strategies and management of complex investments
• Recommendations and presentation of results
• Industry trends and market changes

Personal Qualities:

• Self-motivated
• Good interpersonal skills
• Planning and organizing
• Target driven
• Attention to detail
• Strong entrepreneurial skills
• Ability to prioritize
• Decisive and persuasive
• Treating customers fairly

Benefits

Build a successful career with us. We’re all about building strong, lasting relationships with our employees. Through its five business clusters, the group provides many opportunities for growth and development.

About Company

Our commitment to transformation: The Sanlam Group is committed to achieving transformation and embraces diversity. This commitment is what drives us to achieve a diverse, inclusive, and equitable workplace as we believe that these are key components to ensuring a thriving and sustainable business in South Africa. The Group's Employment Equity plan and targets will be considered as part of the selection process.

Core Competencies

• Being resilient - Contributing through others
• Collaborates - Contributing through others
• Cultivates innovation - Contributing through others
• Customer focus - Contributing through others
• Drives results - Contributing through others

Turnaround time

The shortlisting process will only start once the application due date has been reached. The time taken to complete this process will depend on how far you progress and the availability of managers.