Corporate Relationship Manager - Old Mutual
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This role is responsible for managing a portfolio of clients by providing a full spectrum of Pensions products and services with a view or retaining and growing the corporate business. The individual is responsible for achieving results through own efforts.
Key Result Areas
- Manages all contracted client deliveries and maintains client relationships
- Markets full spectrum of pensions products
- Reviews client product portfolio regularly and recommends new and enhanced products to suit client portfolio
- Keeps abreast of 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 growth and market share
- Conducts presentations to clients
- Engage other financial institutions and fintech’s on partnerships and innovation solutions
- Ensures compliance with pension fund and other related legislations
- Meets regularly with intermediaries and clients to address service related concerns as to strengthen existing relationships
- Takes responsibility for the delivery of superior service to clients and intermediaries
- Build key relationships with industry players
- Responsible for the accreditation of intermediaries on range of products.
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Requirements: Skills, Qualifications and Experience required
Qualifications And Experience
- A business related degree in Sales/marketing. Diploma in insurance will be an added advantage
- At least 2- 4years sales related working experience
Competencies
- Innovation
- Leadership
- Technical Knowledge
- Execution
- Initiating Action
- Interpersonal Skills
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