Old Mutual
DUE: 29 OCT 2024
Old Mutual is a firm believer in the African opportunity and our diverse talent reflects this.
Job Description
- 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.
- 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.
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)
TO APPLY
Click here to apply