Key Account Intern needed at Momentum Metropolitan Holdings Limited

In this role, the candidate will:

• Develop expertise in terms of professional, industry and legislation knowledge.
• Develop an understanding and knowledge of IFA practice (Practice Insights).
• Gain experience working with adviser networks and understanding of the management and functioning of corporate clients.
• Gain experience in Key Account management.
• Become familiar with investment and insurance products and solutions as well as advice across various product lines. (Generalist –; Risk, Savings & Investments and Short-Term Specialist support –; Health & Employee Benefits)
• Take ownership for their own driving career development.

Requirements

Experience and Qualifications:

• Completed a degree in Finance, Business Management, Marketing, Project Management or a related field.
• Proficiency in MS Office suite including excel etc.
• Previous internships or part-time roles in finance, sales, or marketing are advantageous.

Responsibilities and Work Outputs

• Analysis of data requests from Key Accounts, understanding of data products and developments in data provision from Product Houses, coordination of delivery of data in secure and efficient format.
• Analysis of data integration requests from Key Accounts, understanding of prioritization of integration development work and contribute to the preparation of business cases for integration.
• Direct coordinate and oversee implementation of operational changes from Key Accounts.
• Analyze and investigate queries from Key Accounts or internally, and coordinate with Product Houses and oversee resolution.
• Assist with data analysis using key account reports and create Key Account engagement packs for meetings.
• Support Key Account Managers in implementing action plans per key account, collating metrics, and reporting on key deliverables.
• Assist with managing profiles per Key Account for communication with internal stakeholders.
• Assist Key Account Managers with coordinating and managing engagements with regional teams across the country
• Support key account new adviser onboarding ensuring process efficiency and great adviser experience.
• Make recommendations to improve client service and fair treatment of clients within area of responsibility.
• Support the team in delivering on service level agreements made with clients and internal and external stakeholders and ensure that client expectations are managed.