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
