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  • Posted: Nov 7, 2022
    Deadline: Not specified
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    Old Mutual is a premium African financial services organisation that offers a broad spectrum of financial solutions to retail and corporate customers across key market segments in 14 countries. The lines of business include Life and Savings, Property and Casualty, Asset Management and Banking and Lending. We are rooted in our purpose of Championing Mutual...
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    Senior Corporate Relationship Manager

    Job Description

    • This role is responsible for championing the increase of Corporate clients, increasing both premiums and Annual Premium Equivalents (APE's) to achieve the Corporate unit’s target.
    • The successful candidate's primary aim will be closing direct businesses which comes at a lower cost to the business.
    • Develop client strategies to conclude corporate sales.
    • Develop regular monitoring processes to ensure sales activities are on track within team.
    • Compiles business case for new initiatives, which includes all business imperatives such as systems and other resources, distribution models, marketing plans, etc. Ensures that the approved solution is effectively implemented effectively.
    • Recruit and retain 10 Financial Advisors.
    • Conducts regular corporate distribution meetings within the team and supervises team members to achieve set targets.
    • Maintain relationship with all stakeholders.
    • Ensure that relevant role players are involved where needed to conclude deals. Supervise all retention related activities within Corporate Distribution to ensure that the set retention rate is achieved.
    • Develop marketing and hospitality calendar to support corporate distribution activities.
    • Institute rigorous controls to manage expenses.
    • Provides Head of Corporate Distribution with regular feedback.
    • Takes responsibility for investigating new initiatives for the Corporate Sales segment or an identified opportunity.
    • Conducts background research, assists in developing a suitable response and conducts viability assessments of a range of potential solutions.
    • Conducts presentations to introduce new initiatives and ensures buy-in
    • Conduct regular market research for market trends.
    • Up to date with industry practice

    Minimum Qualifications/Experience 

    • A post graduate qualification in business or the like.
    • A minimum of 3+ years in a similar role / industry is preferred.
    • Adaptive thinking and a strong, critical mindset.
    • Strong business acumen and presentation skills.
    • Excellent interpersonal, leadership, and communication skills.
       

    Method of Application

    Interested and qualified? Go to Old Mutual South Africa on oldmutual.wd3.myworkdayjobs.com to apply

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