Assistant Business Development Manager (Retail Business)

Britam Holdings Plc is a leading diversified financial services group in East and Central Africa, offering a wide range of financial products and services including insurance and asset management.

The Assistant Business Development Manager will focus on achieving significant sales growth from retail customers across both retail and corporate business segments. This involves leading and managing a team of Business Development Officers and effectively driving business through all intermediary channels. The role requires a proactive approach to market engagement, client acquisition, and relationship management to ensure sustained business expansion and target achievement.

1. Achieve retail sales targets for Britam Asset Managers (BAM) across all channels.
2. Increase the number of retail clients through various channels.
3. Conduct weekly branch and client engagements (minimum 3 of each).
4. Provide regular training to Financial Advisor (FA) networks and branches on investment products, processes, and target markets.
5. Develop new markets for the Financial Advisors (FA) network.
6. Maintain strong relationships with Branch Managers to ensure performance targets are met.
7. Engage regularly with Channels and Business Development Officers (BDOs) for pipeline management, tracking, and conversion (targeting 30% conversion).
8. Participate in joint client pitching with BDOs, Branch Managers, and FAs, ensuring deal closure.
9. Manage client onboarding, meetings, and day-to-day relationship management.
10. Cultivate relationships with all internal and external stakeholders.
11. Undertake other delegated duties as required.
12. Organize industry events to generate leads and ensure a positive Return on Investment (ROI).
13. Prepare presentations for customers, meetings, and other business needs.
14. Compile periodic reports as required by the business.

1. Bachelor’s degree in Business Administration, Finance, Economics, Marketing, Commerce, or a related field.
2. Professional qualifications in Business Development, Sales, Marketing, Investment, Finance, or a related discipline (advantageous).
3. Relevant professional qualifications in Investment/Asset Management such as CISI, CFA, CPA, or equivalent (advantageous).
4. Minimum of 5-7 years of relevant experience in Business Development, Sales, Relationship Management, Partnerships, Asset Management, Banking, Insurance, or a related field.
5. Demonstrable experience in client acquisition, relationship management, and revenue/business growth.
6. Proven experience in managing and converting sales leads and maintaining a robust business pipeline.
7. Experience in developing and maintaining relationships with corporates, institutions, intermediaries, strategic partners, or high-value clients.
8. Experience in supporting or implementing business development initiatives and partnerships.
9. Proficiency in preparing business proposals, presentations, tenders, reports, and business cases.
10. Experience working collaboratively across multiple internal teams to deliver client or commercial initiatives.
11. Demonstrates a digital-first mindset, customer focus, agility, accountability, collaboration, data-driven decision-making, continuous improvement orientation, learning agility, and adaptability to a changing business environment.