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
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