POSITION : Team Member, Relationship Management

DESCRIPTION

• Manage and maintain relationships with top tier Employers and HNIs by providing excellent service delivery, investment advice, innovative thinking, database management, while building a deeper knowledge of the Employers contact persons and HNIs.
• This will be geared towards increasing our share of clients’ wallet and building a large referral network.

 Responsibilities

• Track consistent monthly remittance of pension deductions by employers. Device means to reduce unfunded accounts and unprocessed monies for all employers
• Manage and grow relationships with State Pension Commissions and Institutional Clients.
• Active involvement and participation in BD and company-wide meetings/forums.
• Design and implement retention strategies for Employers, PDOs and key influencers.
• Continuous update of skills (marketing, investment management, analytical, relationship management and communication) through self-study, financial journals/magazines, internet and formal training programmes
• Build and maintain strategic relationships with the top tier employers by having a deeply rooted relationship with liaison officers, HR Managers, Union executives and top executives.
• Regularly engagement of clients both RSA and Retirees.
• Encourage and foster new business ideas and innovations; Business Intelligence functions around existing clients and key industries.
• Develop a robust understanding of the various employers and their relevant industries, with the aim of providing excellent tailored services unique to them.
• Aggressively grow the market share in value (FUM) & numbers (RSA PINs).
• Drive comprehensive compliance to Pension Reform Act 2014 and PenCom regulation
• Organize periodic interactive sessions and presentations through physical visit and other communication channels.
• Maintaining a professional outlook and conduct at all times to project a positive image for ARM Pensions
• Work with supervisor to arrange formal introductions to Employers that will be assigned by sending letters to clients and arranging appointments
• Report weekly to supervisor on updates on achievements/ goals set on the score card

Tasks

• Reviewing Employers' profiles in a bid to create value adding initiatives.
• Working closely with other units to ensure Employers expectations are being met
• Professional outlook and conduct at all times to project a positive image for ARM Pensions
• Managing existing Employer relationships
• Managing existing HNIs
• Sourcing new businesses from referrals and increase business

 Qualifications

• University degree
• 1 - 4  years of related experience relationship management and business development
• Presentation, communication and interpersonal skills
• Years of Experience: 1 - 4 year(s)

 Skill Requirements: 

• Ability to handle multiple competing priorities in a fast-paced environment
• Ability to develop daily, weekly and monthly call plans
• Excellent team working and relationship management skills with the ability to manage cross-functional relationships across multiple levels and business units
• Highly organized and proactive with a strong attention to detail
• Excellent verbal/written communication skills with a “can do” attitude
• Good understanding of the Pension's and financial industry at large
• Ability to listen actively and translate thoughts to action
• Highly developed Emotional Intelligence
• Strong presentation skills
• Excellent organisation and time management skills
• Good analytical and problem solving skills 
• Ability to work in a team effectively.
• Deep analytical and problem solving experience; Familiarity with data tools
• Strong proficient in all Microsoft Office programs, especially Microsoft Excel