This role is responsible for managing a portfolio of clients by providing a full spectrum of products and services with a view of retaining and growing the EB business. The individual is responsible for achieving results through own efforts.
Duties and Responsibilities
-Manages all contracted client deliveries and maintains client relationships.
-Markets full spectrum of products (risk and investment).
-Reviews client product portfolio regularly and recommends new and enhanced products to suit client portfolio.
-Keeps abreast of EB industry trends and ensures that products are aligned to meet client needs and to ensure sustainable growth.
-Builds a pipeline of clients and proactively engages them to achieve sales targets.
-Takes responsibility of achieving BU sales targets to ensure EB growth of market share.
-Delivers presentations to clients.
-Ensures compliance with pension fund and other related legislation.
-Meets regularly with intermediaries and clients to address service-related concerns so as to strengthen existing relationships.
-Takes responsibility for the delivery of superior service to clients and intermediaries.
-Builds key relationships with industry players.
-Responsible for the accreditation of intermediaries on a range of products.
Qualifications and Experience
Key Result Areas
-Client Service Delivery
-Personal Effectiveness
-Relationship Building
-Marketing
-Sales/ Productivity
Compliance
Experience and qualifications;
-Business related degree
-Minimun of 5 years’ experience in a similar role
Skills
-Customer Relationship Management (CRM), Sales Objectives, Strategic Decisions
Education
-Bachelors Degree (B): Business Management (Required)
