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  • Posted: Aug 14, 2024
    Deadline: Not specified
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  • Momentum Metropolitan Holdings, formerly MMI Holdings, is a South African-based financial services group was established on 1 Dec 2010, through the merger of Metropolitan and Momentum. We are specialists in long and short-term insurance, asset management, savings, investments, healthcare administration, health risk management, employee benefits and reward...
    Read more about this company

     

    Key Client Manager

    Requirements

    Qualifications

    • Grade 12
    • A bachelor’s degree in business administration, sales or relevant field

    Experience

    • Employee Benefits experience is essential
    • Extensive industry knowledge and product knowledge
    • 4 to 5 years’ experience in sales, key client management
    • Intermediate computer skills, and experience with CRM software and MS Office with emphasis on excellent Excel skills
    • Process documentation experience.
    • Project management experience.
    • Experience with reporting and analytics.

    Attributes

    • Accountability
    • Adaptability
    • Attention to detail
    • Customer orientation
    • Communication skills
    • Organisation and planning skills

    Duties & Responsibilities

    Internal Processes

    Self-management and Teamwork

    • Developing a solid and trusting relationship between major key clients and company
    • Resolving key client issues and complaints
    • Developing a complete understanding of key account needs
    • Anticipating key account changes and improvements
    • Managing communications between key clients and internal teams
    • Strategic planning to improve client results
    • Negotiating contracts with client and establishing timeline of performance
    • Establishing and overseeing internal budgets with the company and external budgets with the client
    • Collaborating with sales team to maximise profit by up-selling or cross-selling
    • Planning and presenting reports on account progress, goals, and quarterly initiatives to share with team members, stakeholders, and possible use in future case studies or company training
    • Meeting all client needs and deliverables according to proposed timelines
    • Analysing client data to provide customer relationship management
    • Expanding relationships and bringing in new clients
    • Maintaining all client documentation and cohesive, up-to-date files, so as to have accurate, relevant, and readily available client focused data at all times

    Client Services

    Enable Client centricity within area of responsibility

    • Contribute to client relationship management to increase and promote MMH as the preferred partner to key clients
    • Designing a client appropriate dashboard and capturing on CRM system
    • Develop in-depth client and industry needs, intelligence and share these with the appropriate MMH businesses
    • Develop opportunity roadmaps to optimize wallet share through facilitating cross and up-selling in collaboration with the MMH solutions teams
    • In collaboration with internal stakeholders develop a structured sales/new business process to secure additional business for MMH
    • Conduct annual client care audits
    • Manage the profitability of clients in collaboration with relevant MMH business units
    • Facilitate strategic client forums and brainstorms internally and externally
    • In collaboration with MMH business units, provide a client experience that retains and strengthens the client retention

    People

    Self-Management and Teamwork

    • 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

    Manage budget and Implement sound financial control

    • Manage high risk and problematic financial issues in area of accountability and contribute to the development of policy.
    • Identify solutions to enhance cost effectiveness and increase operational efficiency.
    • Implement and provide feedback on the effectiveness of financial policy, practice and procedures preventing illegal, unethical or improper conduct.
    • Implement risk management, governance and compliance policies in own practice area, to identify and manage governance and risk exposure liability.
    • Investigate reported wilful acts of non-compliance to organisation policy and practice and report on findings

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