Account Executive at Sanlam Group

Key Responsibilities

• Growing the SI institutional client and asset base.
• 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 the specific client area, allocated by Segment Head.
• Work closely with the Head of business, other account executives, business heads 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 to identify and price appropriate capabilities simply and effectively.
• Independently prepare and deliver 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 the capability of a cluster-wide CRM.

Minimum Requirements

• Undergraduate degree, preferably commercial (e.g. B.Com, B.Bus.Sc)
• Relevant postgraduate qualification would be advantageous (e.g. CFA, MBA)
• At least 5 years’ experience in institutional asset management, with middle office experience being an advantage
• Strong understanding of the corporate landscape, service providers and key needs of retirement fund

Core competencies

• Cultivates Innovation – Creating new and better ways for the organisation to be successful
• Client focus – building strong client relationships and delivering client-centric solutions
• Drives results – consistently seizing opportunities and achieving results even under tough circumstances
• Collaborates – building partnerships and working collaboratively and inclusively with others to meet shared objectives
• Being Resilient – rebounding from setbacks and adversity when facing difficult situations

Behavioural

• Business Insight – applying knowledge of business and the marketplace to advance the organizations goals
• Oganisational Savvy – Maneuvering comfortably through complex policy, process and people-related organizational dynamics
• Manages Complexity – making sense of complex, high quantity and sometimes contradictory information to effectively solve problems
• Plans and Aligns – planning

Functional competencies

• Key Account Management and Negotiation
• Customer Relationship Management
• Review, Reporting and Trend Analysis
• Product and Pricing Knowledge
• Technical advice and support
• Compliance and Risk management
• Strategic business plan development and implementation

Key differenciators

• 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