Account Executive needed at Sanlam
Sanlam’s job vacancy, Career and Recruitment
Job title : Account Executive jobs in Western Cape
Job Location : Western Cape, Cape Town
Deadline : September 17, 2022
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Key Responsibilities
- Growing the SI institutional client and asset base.
- Retention of existing institutional multi-manager and SI clients.
- Actively manage the client experience of SI’s service delivery and execution of SLA.
- Formulate Account Plans for all clients in the specific client area, allocated by Segment Head.
- Work closely with the Head of business, other account executives, business heads and Sanlam Group colleagues in terms of developing overall client strategy and implementation plans.
- Influence overall profitability of clients by meeting targets, as agreed with Segment Head.
- Act as the key interface between the client and SI (including capability factories as well as other Sanlam distribution teams) as well as acting as a SI brand ambassador
- Understand client needs to identify and price appropriate capabilities simply and effectively.
- Independently prepare and deliver effective tender documents, selling presentations, and client feedback reports in order to defend the current book as well as grow client share-of-wallet.
- Actively use and leverage the capability of a cluster-wide CRM.
Minimum Requirements
- Undergraduate degree, preferably commercial (e.g. B.Com, B.Bus.Sc)
- Relevant postgraduate qualification would be advantageous (e.g. CFA, MBA)
- At least 5 years’ experience in institutional asset management, with middle office experience being an advantage
- Strong understanding of the corporate landscape, service providers and key needs of retirement fund
Core competencies
- Cultivates Innovation Creating new and better ways for the organisation to be successful
- Client focus building strong client relationships and delivering client-centric solutions
- Drives results consistently seizing opportunities and achieving results even under tough circumstances
- Collaborates building partnerships and working collaboratively and inclusively with others to meet shared objectives
- Being Resilient rebounding from setbacks and adversity when facing difficult situations
Behavioural
- Business Insight applying knowledge of business and the marketplace to advance the organizations goals
- Oganisational Savvy Maneuvering comfortably through complex policy, process and people-related organizational dynamics
- Manages Complexity making sense of complex, high quantity and sometimes contradictory information to effectively solve problems
- Plans and Aligns planning
Functional competencies
- Key Account Management and Negotiation
- Customer Relationship Management
- Review, Reporting and Trend Analysis
- Product and Pricing Knowledge
- Technical advice and support
- Compliance and Risk management
- Strategic business plan development and implementation
Key differenciators
- Deep understanding and commitment to service excellence
- Strong and passionate about client experience
- Technical aptitude, knowledge and understanding of operational asset management functions
- Deep understanding of the Pension Fund regulations and requirements
- Proven ability to collaborate, influence and engage to secure a win-win result for all stakeholders
How to Apply for this Offer
Interested and Qualified candidates should Click here to Apply online