Senior Corporate Relationship Manager at Old Mutual South Africa

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.