Account Executive at Momentum Metropolitan Holdings Limited

Role Purpose    

• Build, strengthen and maintain relationships with key stakeholders and act as key contact to stakeholders regarding queries, products and services.

Requirements    

• Matric (grade 12) certificate
• Diploma in Marketing/ Business Management and or equivalent relevant qualification
• Financial Advisory and Intermediary Services (FAIS) / Regulatory Exam (RE) accreditation
• Wealth Management certificate
• Regulatory Exam (RE) 5
• Vaild Drivers Licence (Own Car)
• 3 - 5 years demonstrated track record as an Account Executive or in comparable sales/customer service roles
• Demonstrated experience in corporate and broker relations
• Experience overseeing multiple accounts and capitalising on new business opportunities
• Experience in analysing client requirements and preferences
• Experience in the Heath Industry (Essential)
• Experience in Presenting at different stakeholder levels  (Member – CEO level)

Duties & Responsibilities    

INTERNAL PROCESS

• Build and maintain good relationships with various stakeholders (e.g. clients, brokers, partners) so the business can maximise value from these relationships.
• Understand stakeholders' problems and challenges and identify ways the business could better address those needs.
• Interact with stakeholders to explain products and service offerings, address queries and strengthen their satisfaction with the business.
• Assess level of client satisfaction with current products and services and make recommendations to address shortcomings.
• Function as a trusted and loyal advisor regarding business challenges stakeholders are facing, by identifying competitive threats and recommending helpful strategies to help them realise their business goals.
• Analyse all benefits, risks, and costs of proposed strategies to determine whether they are viable.
• Provide information to internal teams to capitalise on opportunities to up-sell or cross-sell services and products, based on insight generated in stakeholder engagements and needs.
• Provide excellent service in order to maintain a positive reputation for the business.
• Resolve any escalated complaints in a prompt and professional manner to maintain good relationships and stakeholder satisfaction.
• Identify and report process and system failures and enhancements to improve stakeholder experience.

CLIENT

• Continuously monitor turnaround times and quality standards and resolve issues speedily to enhance client service delivery.
• Drive client service delivery goal achievement in line with predefined standards in order to ensure that clients receive appropriate advice and after sales service.
• Manage client query processes and ensure that queries are tracked, accurately resolved and used as a mechanism to improve client service and business processes.
• Provide regular reports on delivery of services against agreed service level agreements and in terms of overall client targets.
• Provide authoritative, expertise and advice to clients and stakeholders.
• Build and maintain relationships with clients and internal and external stakeholders.
• Contribute to the process of negotiating objective and realistic service level agreements, monitor appropriateness and recommend adjustments.
• Deliver on service level agreements made with clients and internal and external stakeholders in order to ensure that client expectations are managed.
• Make recommendations to improve client service and fair treatment of clients within area of responsibility.
• Participate and contribute to a culture which builds rewarding relationships, facilitates feedback and provides exceptional client service 

PEOPLE

• Build strong relationships through providing specialist know-how and leadership to others, expressing positive expectations.
• Continuously develop own expertise in terms of industry and subject matter development and application thereof in an area of specialisation.
• Positively influence and manage change and offer specialist support where required.
• Contribute to continuous innovation through the development, sharing and implementation of new ideas and involvement of colleagues and staff.
• Participate and contribute to a culture of work centric thinking, productivity, service delivery and quality management.
• Take ownership for driving career development.

FINANCE

• Contribute to the financial planning process within area.
• Identify opportunities to enhance cost effectiveness and increase operational efficiency.
• Manage financial and other company resources under your control with due respect.
• Provide input into the risk identification processes and communicate recommendations in the appropriate forum.

Competencies    

• Providing Insights
• Establishing Rapport
• Conveying Self-Confidence
• Developing Strategies
• Convincing People
• Managing Tasks
• Interacting with People
• Articulating Information

Closing Date    

• 2026/08/06