Subscribe to Job Alert
Join our happy subscribers
Never pay for any CBT, test or assessment as part of any recruitment process. When in doubt, contact us
Since our establishment in 1918, Sanlam has been a prominent part of the South African business landscape. We have always held a long-term view of how business adapts to the demands of the environment in which it operates. Today, in a dynamic world, we see an evolving set of social, economic, political and environmental imperatives that require our skilfu...
Read more about this company
What will you do?
Responsible for promoting new and maintaining existing business by serving as a proactive relationship manager for assigned accounts.
Retention of existing institutional multi manager and SI clients
Actively manage the client experience of SI’s service delivery and execution of SLA
Formulate Account Plans for all clients in specific client area, allocated by Segment Head
Work closely with head of business, other account executives, business heads in Sanlam Investments (SI) and Sanlam Group colleagues in terms of developing overall client strategy and implementation plans
Influence overall profitability of clients by meeting targets, as agreed with Segment Head
Act as the key interface between the client and SI (including capability factories as well as other Sanlam distribution teams) as well as acting as a SI brand ambassador
Understand client needs in order to identify and price appropriate capabilities simply and effectively
Independently prepares and delivers effective tender documents, selling presentations, and client feedback reports in order to defend the current book as well as grow client share-of-wallet
Actively use and leverage capability of a cluster wide CRM
What will make you successful in this role?
Knowledgeable and Influential:
Deep knowledge of self, Sanlam, the client, the context and technical aspects enabling strategic thinking
Ability to identify, address, collaborate and resolve pro-actively, any issues that impact the client experience
Ability to develop and manage trusted relationships at multiple levels
Manage the effective and efficient implementation and execution of client decisions
Creative and Commercial:
Driven to retain the client and by identifying new opportunities or potential threats to existing accounts
Maximises results by systematically managing an Account Plan
Accessible and Responsive:
Promotes client relations by soliciting feedback regularly
Co-ordinate and central point of contact for all client matters
Key Differentiators:
Deep understanding and commitment to service excellence
Strong and passionate about client experience
Technical aptitude, knowledge and understanding of operational asset management functions
Deep understanding of the Pension Fund regulations and requirements
Proven ability to collaborate, influence and engage to secure a win-win result for all stakeholders
Qualification and Experience
Knowledge and Skills
Personal Attributes
Build a successful career with us
We’re all about building strong, lasting relationships with our employees. We know that you have hopes for your future – your career, your personal development and of achieving great things. We pride ourselves in helping our employees to realise their worth. Through its four business clusters – Sanlam Life and Savings, Sanlam Investment Group, Sanlam Emerging Markets, Santam, as well as MiWay and the Group Office – the group provides many opportunities for growth and development.
Core Competencies
Turnaround time
The shortlisting process will only start once the application due date has been reached. The time taken to complete this process will depend on how far you progress and the availability of managers.
Our commitment to transformation
The Sanlam Group is committed to achieving transformation and embraces diversity. This commitment is what drives us to achieve a diverse, inclusive and equitable workplace as we believe that these are key components to ensure a thriving and sustainable business in South Africa. The Group's Employment Equity plan and targets will be considered as part of the selection process.
Build your CV for free. Download in different templates.
Join our happy subscribers