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Development Consultant Channel Manager

Bedfordview, Gauteng, 2007, South Africa
July 31, 2021

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A seasoned industry professional with a diversified experience of 18 years in the financial services, distribution management, and business support domains, looking to utilize acquired skills and competencies to work and thrive with reputed companies. An effective solutions provider, visionary leader, and decision-maker, exploring opportunities to work as Senior Accounts Manager / Business Support Head / Senior Channel Manager,/Business Development based on extensive knowledge-base and enhanced managerial acumen.


Business Planning, Departmental Co-ordination, Office Admin

Distribution Networks,Partner Management,Franchise Development

Broker/Advsior Recruitment, Onboarding /Training

Client Interaction, TCF, Query and Conflict Resolution

Product Assessment, Compliance Management, Process Improvement

Effective Negotiations, Deal Closures

Team Building,Management, Motivational Leadership

Career History




Business Development Manager/Financial planner

Old Mutual

March 2021


Business Development Manager

FIO Financial Planning

May 2020

Feb 2021

Broker Consultant

Escponent FS

Aug 2019

April 2020

Broker Consultant


Feb 2019

July 2019

Commercial Agent


Feb 2018

Dec 2018

Broker Consultant

Old Mutual



Independent Broker Manager

Old Mutual



Business Support Consultant

Old Mutual



Distribution Manager

Old Mutual




SA Post Office



Product Exposure




Old Mutual

Life /Investment /Pension

+15 years ongoing


Life /Investment /Pension

+15 years ongoing


Pref Shares and Bonds

12 months


Short Term (Commercial)



Overview /Responsibilities /KPA

Distribution Manager

Handled accountability towards performance management right from defining performance goals, developing a free learning scenario, monitoring operations, and evaluating performance on a periodic basis.

Completed documentation and paperwork as part of Debt Management to streamline collections and effectively mobilize company’s financial resources.

Reviewed existing contract documents, drafted agreements according to business requirements and assisted in the completion of paperwork, filing and registration; sought senior management approvals accordingly.

Assessed individual as well as collective performances, and rendered feedback based on the results, in order to improve performance and optimize business prospects.

Managed inter-departmental communication through a systematic system, while ensuring that the communication reaches and is understood by the target audience.

Provided training support to the organization by educating brokers, developing a collaborative work environment and resolving their issues through a feedback system.

Administered control over information gathering, developing of monitoring systems, implementation of data tracking systems etc.

Handled crisis situations within the organization by getting hands-on with the ongoing problem and focusing all efforts in resolving the issues through collective knowledge of the management.

Business Support Consultant

Spearheaded the franchise business segment in Kwa-Zulu Natal region, provided end-to-end support to franchisee owners and assisted them in understanding the business model thoroughly.

Rendered guidance to the Franchise Principle with regard to the recruitment process.

Trained franchise staff to set-up and grow the channel’s operations and monitored performance to ensure operational efficiency and revenue growth.

Ensured adherence to IT processes, operational efficiency parameters, and broker / representative training SOPs to optimize the performance of Old Mutual’s distribution channels.

Trained distribution channels and brokers in the implementation of FNA tool and product assessment processes through online demos and training material.

Handled new agent appointments, assisted agents to complete the appointment booklet, verified supporting documents, and forwarded applications to the HR.

Undertook weekly visits to various franchises and ensured that their operations are functioning in line with the defined compliance parameters.

Recommended changes and enhancements in existing processes and systems to all franchises based on the assessment of their ongoing working procedures

Independent Broker Manager

Handling the existing distribution chain at Old Mutual, with focus on expanding it further by appointing additional agents and channel partners.

Managing the recruitment function through the establishment of contracts with independent financial brokers and representatives in industry.

Providing product training to the recruited representatives and building their competence to market Old Mutual’s product line, with a view to optimize maximum revenues.

Maintaining healthy relations with other businesses and senior executives, and converting them into repeat as well as referral business opportunities.

Organizing and participating in weekly meetings with other colleagues to discuss innovative marketing ideas and devising strategic sales plans.

Rendering guidance and support to the company’s brokers with regard to product knowledge, client approaching, and deal closures, from time to time.

Involved in continuous product assessment and attending distinct product courses throughout the year to further develop knowledge as well as skill base.


Overview /Responsibilities /KPA

Commercial Agent

Being able to prospect for new clients through networking, Cold calling and door – door canvasing for new business

Effective communication with both internal stakeholders and clients.

Conduct a comprehensive risk evaluation for the client.

Providing solutions to clients by selling OUTsurance short term products aligned to the needs of the client.

Drafting, tracking and measurement of personal business plan.

Providing on-going service and support to individual client base (amendments, renewals, claims etc.).

Retention of existing business including renewal discussion in line with FAIS

Developing internal/external relationships with clients.

Continuous building of my client base hence securing future income.

Keeping abreast with the commercial insurance market changes and developments.

Achieving/Exceeding targets consistently

Providing feedback to line management when requested.

Attending all weekly and adhoc team meetings.

Working closely with internal stakeholders that is, underwriting/actuarial, claims as well as surveying

Adhering to all quality standards and measures in place

Broker Consultant

• Support sales strategy and business plan for the individual broker

• Establish and manage strong relationships with brokers including business managers

• Growth of allocated broker portfolios

• Assist in identifying new potential brokers and opportunities for business growth

• Awareness of competition and market information

• Facilitate the sales process and ensure that brokers deal with correct channels

• Monthly analysis of figures down to broker level

• Report at Broker Services regional meetings

• Portfolio budgeting in conjunction with targets

Business Development Manager/Financial planner

Responsible for Financial planning and recruitment of financial advisors for the FSP.

Providing holistic financial planning to clients.

Conducting of Financial needs analysis to determine their financial objectives, risk tolerance, income, expenses and assets.

Preparing financial documents, such as income projections and investment reports

Maintaining compliance with all rules and regulations in the financial industry

Identifying and pursuing potential clients to maintain a strong client base

Building and maintaining relationships by networking

Treating ALL customers fairly

Business Development Consultant

Primary function was to grow the FSP`s distribution footprint in the Financial Services sector.

Responsible for the recruitment of Business Development Managers and Fit and Proper advisors nationally.

Co-ordinate necessary training required regarding systems, processes, resources and products .

Identify new marketing opportunities such as direct marketing, on line advertising

Research the market iro new trends and competition

Responsible to identify and report on service failures and errors, work with the respective departments to rectify these .

Present marketing ideas and suggestions, check for understanding .

Drafting and presenting of required reports to Management

June 2021


Name : Devendra Singh

Preferred name : Rakesh

Nationality : SA

DOB : 1972/11/16

Location : Johannesburg

Cellphone :+27-828******


Linkedin Profile :


1990 Grade 12

2003 Diploma in Business Management.

2005: Management Principles for First Line Managers, UNISA

2018 : INSETA FETC: Short Term Insurance NQF L4

2020: RE5

2021 COB Long Term

2021 COB Investments

2021 COB Pension Fund Benefits

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