Relationship Manager

Job Description

What will you do?
The candidate will be expected to build and maintain a portfolio of clients and to grow a network of referrers and perform (but not limited to) the following duties:

  • To actively penetrate areas of growth and identify new marketing opportunities
  • Arranging and coordinating marketing events and meetings
  • Preparing marketing presentations
  • Liaising with external business partners
  • Assisting the Regional Manager/Head: Risk Finance in formulating bespoke insurance solutions for clients
  • Policy administration and general administration
  • Preparation of records such as marketing reports, prospective client records, fee structures
  • Premium budget management and sales reports
  • Coordinating and compiling all executive and management reports
  • Developing and implementing annual business plans to promote and maintain business
  • Drive and adhere to compliance. What will make you successful in this role?

Responsibilities + Skills

Strong verbal and written communication skillsExcellent interpersonal, communication and networkingskillsStrong client service orientationAbility to work independently and under pressureGood judgement

Education

Grade 12B degree or similar qualification in accounting and financial field would be preferable

Experience

5 years experience in financial services environmentRE5 certificatesExperienced at working with high net worth clients will be an advantage

Job Summary

  • Published on: Wednesday, 13th November 2019
  • Designation: Relationship Manager
  • industry: Finance
  • Vacancy: 1
  • Employment Status: Full-time
  • Job Location: Johannesburg
  • Salary: on a call
  • Gender:
  • Application Deadline: Wednesday, 13th November 2019

About the Company

  • Company Name: Sanlam.
  • Address: PO Box 1. Sanlamhof 7532. Street address. Sanlam Head Office, 2 Strand Road
  • Website: www.sanlam.co.za
  • Company Profile:
  • Charlize Theron may have run away to Hollywood, but the Sanlam Group keeps its star power at home in South Africa. Targeting middle-market and affluent clients, the company provides insurance and wealth management services. Major segments are life insurance (including annuities and other investment products) and short-term insurance (property and casualty coverage sold through majority-owned Santam). The company has been expanding its investment business through segments including Sanlam Investment Management, its Octane hedge fund of funds, and its SIM Emerging Markets, which focuses on African economies.

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