Role Purpose\u00a0\u00a0 \u00a0<\/p>\n
\tBuild, maintain and expand relationships with stakeholders in order to increase new business opportunities and support the delivery of an excellent individual and corporate client experience and the achievement of sales targets<\/p>\n
Requirements\u00a0\u00a0 \u00a0<\/p>\n
\t3-5 years experience in corporate business development, corporate client service, marketing or sales environment within a financial services environment
\n\tSales experience in the financial services industry\u00a0<\/p>\n
Duties & Responsibilities\u00a0\u00a0 \u00a0
\nProcess:<\/p>\n
\tEstablish productive, professional relationships with key stakeholders.
\n\tEngage with relevant stakeholders to identify opportunity for sales and provide relevant sales support.
\n\tDevelop innovative methods to identify and develop new business opportunities.
\n\tDevelop plans and tactics for the achievement of sales targets.\u00a0
\n\tEngage with prospective clients and intermediaries to determine their financial wellness needs and provide them with clear and accurate information.
\n\tCollaborate with internal stakeholders to translate client requirements into products, solutions and business cases.
\n\tContribute to and coordinate the solution design process based on client requirements in order to effectively package and market products or solutions to meet clients financial wellness needs.
\n\tPrepare proposals\/ quotations that capture client requirements and the relevant aspects of the product or solution.
\n\tFacilitate presentations, meetings and discussions with key senior stakeholders and to create awareness of the various features and benefits associated with the various products.
\n\tEstablish appropriate feedback mechanisms to understand the outcomes of the sales and implementation process.
\n\tIntroduce the new business management team to a new client and put in place processes to ensure that new individual business flows are extracted from the client.
\n\tProvide expertise and information to clients and stakeholders.
\n\tBuild and maintain relationships with clients and internal and external stakeholders.
\n\tDeliver on service level agreements made with clients and internal and external stakeholders in order to ensure that client expectations are managed.
\n\tMake recommendations to improve client service and fair treatment of clients within area of responsibility.
\n\tParticipate and contribute to a culture which builds rewarding relationships, facilitates feedback and provides exceptional client service.<\/p>\n
People<\/p>\n
\tDevelop and maintain productive and collaborative working relationships with peers, clients and stakeholders.
\n\tPositively influence and participate in change initiatives.
\n\tContinuously develop own expertise in terms of professional, industry and legislation knowledge.
\n\tContribute to continuous innovation through the development, sharing and implementation of new ideas.
\n\tTake ownership for driving career development.
\n\tEffectively manage time and ensure optimal productivity.
\n\tEnsure technical product and legislative knowledge is always current in order to propose the most relevant and innovative client solutions and comply with governance requirements.<\/p>\n
Finance<\/p>\n
\tManage high risk and problematic financial issues in area of accountability.
\n\tPlan and implement quarterly reviews to drive collection of premiums.
\n\tImplement and provide feedback on the effectiveness of financial policy, practice and procedures: preventing illegal, unethical or improper conduct.
\n\tImplement risk management, governance and compliance policies in own practice area, to identify and manage governance and risk exposure liability.
\n\tInvestigate reported wilful acts of non-compliance to organisation policy and practice and report on findings.<\/p>\n
Competencies\u00a0\u00a0 \u00a0
\nBehavioural competencies \u00a0 \u00a0 \u00a0 \u00a0<\/p>\n
\tInterpreting Data
\n\tGenerating Ideas \u00a0 \u00a0
\n\tExploring Possibilities
\n\tInteracting with People \u00a0 \u00a0
\n\tConvincing People \u00a0 \u00a0
\n\tArticulating Information
\n\tFacilitation
\n\tSeizing Opportunities \u00a0 \u00a0<\/p>\n
Deadline:30th September,2025<\/p>\n
go to method of application \u00bb<\/p>\n
Apply via company website ( ) or<\/p>\n
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