Old Mutual Limited (OML) is a premium African financial services group that offers a broad spectrum of financial solutions to retail and corporate customers across key markets in 14 countries.
Read more about this company
- We are looking for self-motivated and dynamic individuals who have a passionate entrepreneurial spirit to join one of Africa's leading insurance companies.
- The role at a glance is about championing our valued customers to achieve their lifetime goals by identifying their financial needs, providing sound financial advice, recommending and implementing "fit for purpose" financial plans and solutions.
- Responsible for the procurement of new business
- Expand sales of products and services with existing customers
- Work mainly on own leads
Skills
- Building Trust, Consultative Selling, Customer-Focused, Customer Service, Customer Understanding, Direct Selling, Identifying Sales Opportunities, Oral Communications, Probing Questions, Qualifying Prospects, Sales Data Management, Sales Software, Strategic Selling, Strengthening Customer Relationships
Competencies
- Action Oriented
- Balances Stakeholders
- Builds Networks
- Collaborates
- Communicates Effectively
- Customer Focus
- Drives Results
- Ensures Accountability
Education
- NQF Level 5 - Higher, Advance or Occupational Certificate or equivalent
Closing Date
go to method of application »
Job Description
- This role provides advice on a specific range of products to a specific allocated market and are individually accountable for achieving results through their own efforts.
- The position has been identified as a FAIS position and falls within the ambit contemplated by FAIS related to Category B.
- The successful candidates must therefore comply with all FAIS requirements, including the Fit and Proper requirements of Honesty and Integrity (e.g. be clear of any offence relating to fraud, dishonesty and/or any professional misconduct) as well as competence and relevant qualifications.
Role Description
Key /Performance Areas
- Financial Advice
- Provides advice in line with the customer value proposition & compliance framework.
- Works in specific allocated markets.
- Works with a specific range of products.
Personal Effectiveness
- Accountable for service delivery through own efforts.
- Individually accountable for managing own time, tasks and output quality for periods of 1 day to a maximum of 3 months.
- Makes increased contributions by broadening individual skills.
- Collaborates effectively with others to achieve personal results.
- Accepts and lives the company values.
- Relationship Building
- Establish sound working relationships and maximises opportunities with prospective clients.
- Uses appropriate interpersonal and communication techniques to gain client acceptance.
- Sales/ Productivity
- Develops, tracks & reviews business plan to meet individual performance targets.
- Engages in limited prospecting.
Requirements: Skills, Qualifications and Experience required
- Grade 12 (Matric).
- Valid Driver’s licence and Own Car
- FAIS Compliance
- Clear criminal and credit check
- Minimum of 3 years working experience (preferably in sales)
- Computer literacy (MS Word, Powerpoint and Outlook)
- Excellent communication skills (written and verbal)
- Presentations skills an added advantage
Attributes / Competencies
- Client Focus
- Decision Making
- Planning & Organising
- Sales Ability
- Technical Knowledge
- Tenacity
Skills
Competencies
- Action Oriented
- Balances Stakeholders
- Builds Networks
- Collaborates
- Communicates Effectively
- Customer Focus
- Drives Results
- Ensures Accountability
Closing Date
go to method of application »
- We are looking for self-motivated and dynamic individuals who have a passionate entrepreneurial spirit to join one of Africa's leading insurance companies.
- The role at a glance is about championing our valued customers to achieve their lifetime goals by identifying their financial needs, providing sound financial advice, recommending and implementing "fit for purpose" financial plans and solutions.
- Responsible for the procurement of new business
- Expand sales of products and services with existing customers
- Work mainly on own leads
Skills
- Building Trust, Consultative Selling, Customer-Focused, Customer Service, Customer Understanding, Direct Selling, Identifying Sales Opportunities, Oral Communications, Probing Questions, Qualifying Prospects, Sales Data Management, Sales Software, Strategic Selling, Strengthening Customer Relationships
Competencies
- Action Oriented
- Balances Stakeholders
- Builds Networks
- Collaborates
- Communicates Effectively
- Customer Focus
- Drives Results
- Ensures Accountability
Education
- NQF Level 5 - Higher, Advance or Occupational Certificate or equivalent
Closing Date
go to method of application »
- We are looking for self-motivated and dynamic individuals who have a passionate entrepreneurial spirit to join one of Africa's leading insurance companies.
- The role at a glance is about championing our valued customers to achieve their lifetime goals by identifying their financial needs, providing sound financial advice, recommending and implementing "fit for purpose" financial plans and solutions.
- Responsible for the procurement of new business
- Expand sales of products and services with existing customers
- Work mainly on own leads
Skills
- Building Trust, Consultative Selling, Customer-Focused, Customer Service, Customer Understanding, Direct Selling, Identifying Sales Opportunities, Oral Communications, Probing Questions, Qualifying Prospects, Sales Data Management, Sales Software, Strategic Selling, Strengthening Customer Relationships
Competencies
- Action Oriented
- Balances Stakeholders
- Builds Networks
- Collaborates
- Communicates Effectively
- Customer Focus
- Drives Results
- Ensures Accountability
Education
- NQF Level 5 - Higher, Advance or Occupational Certificate or equivalent
Closing Date
go to method of application »
Job Description
- Provides advice on a specific range of products to a specific allocated market and are individually accountable for achieving results through their own efforts.
Responsibilities
Customer Service
- Provide a quality service to customers while identifying opportunities to secure new business or support retention. Responsibilities may include processing cases, dealing with complex queries, and investigating and resolving customer problems.
Solutions Analysis
- Analyze specific problems and issues to find the best solutions. Solutions could be technical or professional in nature.
Receiving Visitors
- Receive visitors and assist with various requests for information, referring more complex matters to colleagues.
Customer Relationship Management (CRM) Data
- Schedule follow-up actions and enter relevant information into the CRM system after each contact with a customer to create a call plan and to ensure that the organization has quality data to enable effective customer retention and business development activities.
Customer Needs Clarification
- Set clear objectives for each sales call or meeting; tailor standard materials to make presentations to decision-makers and influencers within the customer organization; and ask relevant questions to gather information, to evaluate the customer's level of interest, and to identify and respond to areas requiring further information or explanation.
Customer Relationship Development / Prospecting
- Develop and implement a relationship management plan for potential customer accounts to identify and build relationships with relevant decision-makers and influencers within the customer organization and to enable effective two-way flow of information and resolution of issues.
Operational Compliance
- Develop knowledge and understanding of the organization's policies and procedures and of relevant regulatory codes and codes of conduct to ensure own work adheres to those standards. Obtain authorization from a supervisor or manager for any exceptions from mandatory procedure.
Business Development
- Monitor and assess sales and market data for a specific geographic region that will assist management in identifying areas in the market where business can be developed.
Sales Opportunities Creation
- Develop a personal network within the business sector and represent the organization at business sector events. Obtain market intelligence and enhance the visibility and reputation of the organization, its products, and its services.
Data Exploration
- Conduct research and select relevant information to enable analysis of key themes and trends using primary data sources and business intelligence tools.
Network of Influence
- Demonstrate understanding of the value of networking by participating in and contributing to a network of people, technologies, and ideas both inside and outside the company.
Requirements: Skills, Qualifications and Experience required
- Grade 12 (Matric).
- Valid Driver’s licence and Own Car
- FAIS Compliance
- Clear criminal and credit check
- Minimum of 3 years working experience (preferably in sales)
- Computer literacy (MS Word, Powerpoint and Outlook)
- Excellent communication skills (written and verbal)
- Presentations skills an added advantage
Skills
- Building Trust, Consultative Selling, Customer-Focused, Customer Service, Customer Understanding, Direct Selling, Identifying Sales Opportunities, Oral Communications, Probing Questions, Qualifying Prospects, Sales Data Management, Sales Software, Strategic Selling, Strengthening Customer Relationships
Competencies
- Action Oriented
- Balances Stakeholders
- Builds Networks
- Collaborates
- Communicates Effectively
- Customer Focus
- Drives Results
- Ensures Accountability
Education
- NQF Level 5 - Higher, Advance or Occupational Certificate or equivalent
Closing Date
go to method of application »
- We are looking for self-motivated and dynamic individuals who have a passionate entrepreneurial spirit to join one of Africa's leading insurance companies.
- The role at a glance is about championing our valued customers to achieve their lifetime goals by identifying their financial needs, providing sound financial advice, recommending and implementing "fit for purpose" financial plans and solutions.
- Responsible for the procurement of new business
- Expand sales of products and services with existing customers
- Work mainly on own leads
Skills
- Building Trust, Consultative Selling, Customer-Focused, Customer Service, Customer Understanding, Direct Selling, Identifying Sales Opportunities, Oral Communications, Probing Questions, Qualifying Prospects, Sales Data Management, Sales Software, Strategic Selling, Strengthening Customer Relationships
Competencies
- Action Oriented
- Balances Stakeholders
- Builds Networks
- Collaborates
- Communicates Effectively
- Customer Focus
- Drives Results
- Ensures Accountability
Education
- NQF Level 5 - Higher, Advance or Occupational Certificate or equivalent
Closing Date
go to method of application »
Job Description
- Grade 12 (Matric)
- FSCA Approved Qualification
- FAIS Compliant
- Product category experience (Long term Insurance subcategory B1, Long term Insurance subcategory B2 and Retail pension benefit)
- CPD – Continuous Professional Development – All cycles
- COB – Class of Business
- A valid Driver’s licence and your own car
- Provides advice on a specific range of products to a specific allocated market and are individually accountable for achieving results through their own efforts.
Responsibilities
Customer Service
- Provide a quality service to customers while identifying opportunities to secure new business or support retention. Responsibilities may include processing cases, dealing with complex queries, and investigating and resolving customer problems.
Solutions Analysis
- Analyze specific problems and issues to find the best solutions. Solutions could be technical or professional in nature.
Receiving Visitors
- Receive visitors and assist with various requests for information, referring more complex matters to colleagues.
Customer Relationship Management (CRM) Data
- Schedule follow-up actions and enter relevant information into the CRM system after each contact with a customer to create a call plan and to ensure that the organization has quality data to enable effective customer retention and business development activities.
Customer Needs Clarification
- Set clear objectives for each sales call or meeting; tailor standard materials to make presentations to decision-makers and influencers within the customer organization; and ask relevant questions to gather information, to evaluate the customer's level of interest, and to identify and respond to areas requiring further information or explanation.
Customer Relationship Development / Prospecting
- Develop and implement a relationship management plan for potential customer accounts to identify and build relationships with relevant decision-makers and influencers within the customer organization and to enable effective two-way flow of information and resolution of issues.
Operational Compliance
- Develop knowledge and understanding of the organization's policies and procedures and of relevant regulatory codes and codes of conduct to ensure own work adheres to those standards. Obtain authorization from a supervisor or manager for any exceptions from mandatory procedure.
Business Development
- Monitor and assess sales and market data for a specific geographic region that will assist management in identifying areas in the market where business can be developed.
Sales Opportunities Creation
- Develop a personal network within the business sector and represent the organization at business sector events. Obtain market intelligence and enhance the visibility and reputation of the organization, its products, and its services.
Data Exploration
- Conduct research and select relevant information to enable analysis of key themes and trends using primary data sources and business intelligence tools.
Network of Influence
- Demonstrate understanding of the value of networking by participating in and contributing to a network of people, technologies, and ideas both inside and outside the company.
Skills
- Building Trust, Consultative Selling, Customer-Focused, Customer Service, Customer Understanding, Direct Selling, Identifying Sales Opportunities, Oral Communications, Probing Questions, Qualifying Prospects, Sales Data Management, Sales Software, Strategic Selling, Strengthening Customer Relationships
Competencies
- Action Oriented
- Balances Stakeholders
- Builds Networks
- Collaborates
- Communicates Effectively
- Customer Focus
- Drives Results
- Ensures Accountability
Education
- NQF Level 5 - Higher, Advance or Occupational Certificate or equivalent
Closing Date
go to method of application »
Job Description
- Provides advice on a specific range of products to a specific allocated market and are individually accountable for achieving results through their own efforts.
Responsibilities
Customer Service
- Provide a quality service to customers while identifying opportunities to secure new business or support retention. Responsibilities may include processing cases, dealing with complex queries, and investigating and resolving customer problems.
Solutions Analysis
- Analyze specific problems and issues to find the best solutions. Solutions could be technical or professional in nature.
Receiving Visitors
- Receive visitors and assist with various requests for information, referring more complex matters to colleagues.
Customer Relationship Management (CRM) Data
- Schedule follow-up actions and enter relevant information into the CRM system after each contact with a customer to create a call plan and to ensure that the organization has quality data to enable effective customer retention and business development activities.
Customer Needs Clarification
- Set clear objectives for each sales call or meeting; tailor standard materials to make presentations to decision-makers and influencers within the customer organization; and ask relevant questions to gather information, to evaluate the customer's level of interest, and to identify and respond to areas requiring further information or explanation.
Customer Relationship Development / Prospecting
- Develop and implement a relationship management plan for potential customer accounts to identify and build relationships with relevant decision-makers and influencers within the customer organization and to enable effective two-way flow of information and resolution of issues.
Operational Compliance
- Develop knowledge and understanding of the organization's policies and procedures and of relevant regulatory codes and codes of conduct to ensure own work adheres to those standards. Obtain authorization from a supervisor or manager for any exceptions from mandatory procedure.
Business Development
- Monitor and assess sales and market data for a specific geographic region that will assist management in identifying areas in the market where business can be developed.
Sales Opportunities Creation
- Develop a personal network within the business sector and represent the organization at business sector events. Obtain market intelligence and enhance the visibility and reputation of the organization, its products, and its services.
Data Exploration
- Conduct research and select relevant information to enable analysis of key themes and trends using primary data sources and business intelligence tools.
Network of Influence
- Demonstrate understanding of the value of networking by participating in and contributing to a network of people, technologies, and ideas both inside and outside the company.
Requirements: Skills, Qualifications and Experience required
- Grade 12 (Matric).
- Valid Driver’s licence and Own Car
- FAIS Compliance
- Clear criminal and credit check
- Minimum of 3 years working experience (preferably in sales)
- Computer literacy (MS Word, Powerpoint and Outlook)
- Excellent communication skills (written and verbal)
- Presentations skills an added advantage
Skills
- Building Trust, Consultative Selling, Customer-Focused, Customer Service, Customer Understanding, Direct Selling, Identifying Sales Opportunities, Oral Communications, Probing Questions, Qualifying Prospects, Sales Data Management, Sales Software, Strategic Selling, Strengthening Customer Relationships
Competencies
- Action Oriented
- Balances Stakeholders
- Builds Networks
- Collaborates
- Communicates Effectively
- Customer Focus
- Drives Results
- Ensures Accountability
Education
- NQF Level 5 - Higher, Advance or Occupational Certificate or equivalent
Closing Date
go to method of application »
Job Description
- The key focus of this role is to generate qualified leads for the Financial Advisors. The incumbent is accountable for achieving results through own efforts.
- Responsible for sourcing new business.
- Determines the customers needs and interests
- Markets Old Mutual advice value proposition.
- Works with leads that are generated from the Orphan and Central pool.
- Maintains Old Mutuals relationships with existing orphan customers through telephonic service.
- Suggests the next logical step in the sales cycle to the customer and passes the lead through to the Financial Advisor.
Skills
Competencies
- Communicates Effectively
- Customer Focus
- Decision Quality
- Ensures Accountability
- Manages Complexity
- Optimizes Work Processes
- Plans and Aligns
- Tech Savvy
Closing Date
go to method of application »
Job Description
- This role forms a business management link between Old Mutual Retail Mass Market (RMM) and independent brokers, to ensure effective marketing and drive new business growth of Old Mutual products. The incumbent is individually accountable for achieving results through own efforts.
Key Responsibilities
- Marketing
- Convinces brokers to sell Old Mutual RMM products and services.
- Develops and tries to find new business.
- Markets Old Mutual value proposition.
- Markets and promotes RMM's products and services to Brokers to develop broker product knowledge to facilitate sales
- Personal Effectiveness
- Accepts and lives the company values
- Accountable for service delivery through own efforts
- To provide value as a business partner through continual professional development to enable the provision of quality business management support to brokers.
- Collaborates effectively with others to achieve personal results.
- Individually accountable for managing own time, tasks and output quality over periods of 1 day to a maximum of three months.
- Makes increased contributions by broadening individual skills.
- Relationship Building
- Builds and manages valued and trusted partner relationships with brokers through effective customer profiling and ongoing communication and interaction to ensure broker needs are met.
- Builds relationships with brokers.
- Ensures broker growth and market development through ongoing recruitment of new brokers in line with set targets.
- Trains and upskills new and existing brokers with regards to OM products and industry and/or legislative changes.
Minimum Requirements:
- Matric
- RE5 and Post Matric qualification advantageous
- 2-5 years sales experience within long term insurance industry
- Own vehicle with a valid driver’s license
- Clear credit and criminal records
- Preference will be given to candidates residing in Rustenburg
Skills
- Building Trust, Client Management, Client Needs Assessments, Consultative Selling, Customer-Focused, Customer Service, Customer Understanding, Customer Value Proposition Development, Direct Selling, Identifying Sales Opportunities, Sales Closing Techniques, Sales Data Management, Sales Software, Strengthening Customer Relationships
Competencies
- Action Oriented
- Builds Networks
- Business Insight
- Communicates Effectively
- Customer Focus
- Directs Work
- Drives Results
- Instills Trust
Education
- Matriculation Certificate (Matric) (Required)
Closing Date
go to method of application »
Job Description
- African Infrastructure Investment Managers (Pty) Ltd was established in 2000 and has established itself as a leading niche private equity fund manager, specialising in infrastructure equity investments in the African market.
- AIIM actively manages investments in North, East, West and Southern Africa and has assets under management of USD 2.9 billion with a track record extending across eight African infrastructure funds.
Role Overview
- AIIM is seeking a Senior Administration Specialist to support the Operations team with operations and facilities management, events, and administrative support to two functional areas within AIIM.
Responsibilities
- This role provides immediate response to complex administrative requirements in accordance with SLA parameters, in a processing environment. The incumbent is individually accountable for achieving results through their own efforts.
The successful candidate will be responsible for but not limited to:
- Processing of Ops/Finance/Investment team staff claims, DocuSign’s, vendor invoices, etc
- Processing of Shared Services staff claims, vendor invoices, etc
- Filing and organizing records, invoices, and other important documentation
- Participate actively in planning and execution of company events and team functions
- Assist with Office maintenance and installations
- Assist and liaise with vendors and service providers
- Travel booking for Operations, Finance & Investment Team (ATAF)
- Diary management for Operations, Finance & Investment Team (ATAF)
- Administration for Operations, Finance & Investment Team (ATAF)
- DocuSign processing for Finance departments
- Management of Access control system
- Assist with administration of the Subscriptions database/renewals/ applications for the company
- Vendor onboarding
- Assist with Staff onboarding
- Asset management (administration/audits/updates)
- Insurance administration (Renewals, claims, processing)
- Health & Safety compliance
Skills, Qualifications and Experience required:
- Matric, with relevant tertiary qualification/courses
- Operations and facilities experience is essential
- Travel booking and diary management experience is essential
- 3 to 5 years’ relevant experience, preferably in Financial Services
- Advanced MS office skills
- Knowledge of DocuSign, Expense point and Travel IT (not essential but highly preferred)
- Able to work comfortably in an open, fast-paced environment
- Learning agility is essential, especially with new systems or ideas
- Fully multi-skilled across systems and processes
- Personality Attributes and Competencies:
- Excellent written and verbal communication skills
- Time-management skills
- Ability to build rapport and engage at an executive level
- Excellent intellectual & conceptual abilities
- Flexible & dynamic – self-motivated, can work independently, results driven, ability to deal with change
- High energy level, strong sense of teamwork and a 'can do ' attitude
- Strong execution – ability to close off effectively on tasks and projects
- Ability to pay attention to detail
- Follow-through - the motivation to ensure the highest standards of quality and productivity are consistently maintained (must pay attention to detail and ensure accuracy
- Organization skills
- Ability to multitask
- Interpersonal skills
- Forward thinking and innovative
Skills
- Accountability, Diary Management, Office Administration, Planning Ability, Time Management, Travel Coordination, Travel Planning
Competencies
- Decision Quality
- Directs Work
- Ensures Accountability
- Manages Complexity
- Optimizes Work Processes
- Plans and Aligns
- Tech Savvy
Education
- Matriculation Certificate (Matric) (Required)
Closing Date
go to method of application »
Job Description
- To provide a positive customer experience by being helpful and sensitive to customer needs, managing expectations and providing solutions including directing customers to the correct channel in adherence to procedural, productivity and quality standards. Has a good understanding of products and services.
Responsibilities
Product/Service Information
- Provide advanced product/service information.
Customer Order Processing
- Record and process customer orders, selecting the most appropriate approach based on predefined options.
Resolving Customer Issues
- Respond to basic and advanced customer issues, such as returns, exchanges, and complaints; escalate appropriately.
Customer Relationship Development / Prospecting
- Make calls (by telephone or in person) to allocated potential customers to develop relationships. Provide a first point of contact for resolving customer queries and complaints.
Customer Relationship Management (CRM) Data
- Enter relevant information into the CRM system after each contact with a customer to ensure that the organization has quality data to enable effective customer retention and business development activities.
Customer Needs Clarification
- Interview the customer, following a multilevel sales script, to clarify the customer's requirements.
Renewals
- Provide exceptional service to customers to encourage continued use of the organization's products/services.
Operational Compliance
- Develop working knowledge of the organization's policies and procedures and of regulatory codes and codes of conduct relevant to own work, adhering to mandatory procedures to ensure own work is undertaken to the required standards.
Personal Capability Building
- Develop and maintain excellent process or technical skills by participating in assessment and development planning activities as well as formal and informal training and coaching.
Skills
- Consultative Selling, Customer Complaint Management, Customer Feedback Management, Customer-Focused, Customer Relationship Management (CRM) Software, Customer Service, Customer Service Operations, Customer Understanding, Data Management, Digital Consumer Engagement, Identifying Sales Opportunities, Probing Questions, Sales Data Management, Strengthening Customer Relationships, Upselling
Competencies
- Action Oriented
- Communicates Effectively
- Customer Focus
- Decision Quality
- Ensures Accountability
- Instills Trust
- Interpersonal Savvy
- Nimble Learning
Education
- NQF Level 3 & NQF Level 2 - Below school leaving
Closing Date
go to method of application »
Job Description
- This role forms a business management link between Old Mutual Retail Mass Market (RMM) and independent brokers, to ensure effective marketing and drive new business growth of Old Mutual products. The incumbent is individually accountable for achieving results through own efforts.
Key Responsibilities
- Marketing
- Convinces brokers to sell Old Mutual RMM products and services.
- Develops and tries to find new business.
- Markets Old Mutual value proposition.
- Markets and promotes RMM's products and services to Brokers to develop broker product knowledge to facilitate sales
- Personal Effectiveness
- Accepts and lives the company values
- Accountable for service delivery through own efforts
- To provide value as a business partner through continual professional development to enable the provision of quality business management support to brokers.
- Collaborates effectively with others to achieve personal results.
- Individually accountable for managing own time, tasks and output quality over periods of 1 day to a maximum of three months.
- Makes increased contributions by broadening individual skills.
- Relationship Building
- Builds and manages valued and trusted partner relationships with brokers through effective customer profiling and ongoing communication and interaction to ensure broker needs are met.
- Builds relationships with brokers.
- Ensures broker growth and market development through ongoing recruitment of new brokers in line with set targets.
- Trains and upskills new and existing brokers with regards to OM products and industry and/or legislative changes.
Minimum Requirements:
- Matric
- RE5 and Post Matric qualification advantageous
- 2-5 years sales experience within long term insurance industry
- Own vehicle with a valid driver’s license
- Clear credit and criminal records
- Preference will be given to candidates residing in Rustenburg
Skills
- Building Trust, Client Management, Client Needs Assessments, Consultative Selling, Customer-Focused, Customer Service, Customer Understanding, Customer Value Proposition Development, Direct Selling, Identifying Sales Opportunities, Sales Closing Techniques, Sales Data Management, Sales Software, Strengthening Customer Relationships
Competencies
- Action Oriented
- Builds Networks
- Business Insight
- Communicates Effectively
- Customer Focus
- Directs Work
- Drives Results
- Instills Trust
Education
- Matriculation Certificate (Matric) (Required)
Closing Date
go to method of application »
Job Description
- Provides a positive customer experience by being helpful and sensitive to customer needs, managing expectations and providing solutions including directing customers to the correct channel in adherence to procedural, productivity and quality standards. Provides specialist product and service knowledge that may lead to sales generation.
Responsibilities
Product/Service Information
- Provide advanced product/service information and respond to complex customer questions about the product/service.
Customer Order Processing
- Record and process custom/special orders that may require additional resources for delivery and coordinate with those teams as required.
Resolving Customer Issues
- Respond to more advanced issue escalations promptly and appropriately; provide managerial approvals as required.
Customer Relationship Development / Prospecting
- Develop and implement a customer contact plan to communicate product launches and engage the potential customers in relevant sales campaigns to build new relationships.
- Act as first point of contact for customer queries and complaints and resolve them, referring complex issues to others and ensuring that the customer receives an appropriate response.
Customer Relationship Management (CRM) Data
- Monitor team members' use of the CRM system, identifying and resolving standard issues and escalating them to a senior manager as appropriate.
Customer Needs Clarification
- Set clear objectives for each sales call or meeting; use standard materials to make a presentation to the customer; and ask relevant questions to evaluate the customer's level of interest and to identify and respond to areas requiring further information or explanation.
Renewals
- Help drive customer renewals through exceptional service, supporting the sales teams as required.
Operational Compliance
- Identify, within the team, instances of noncompliance with the organization's policies and procedures and/or relevant regulatory codes and codes of conduct, reporting these instances and escalating issues as appropriate.
Personal Capability Building
- Develop own capabilities by participating in assessment and development planning activities as well as formal and informal training and coaching; gain or maintain external professional accreditation, where relevant, to improve performance and fulfill personal potential. Maintain an understanding of relevant technology, external regulation, and industry best practices through ongoing education, attending conferences, and reading specialist media.
Skills/Experience/Knowledge
- Superfund knowledge advantageous and provide valuable services to support IMEDS's required.
Skills
- Corporate Retirement Plans, Retirement Benefits, Retirement Fund Administration
Competencies
- Action Oriented
- Collaborates
- Communicates Effectively
- Customer Focus
- Decision Quality
- Directs Work
- Interpersonal Savvy
- Manages Complexity
Closing Date
go to method of application »
The Role
- An opportunity has arisen for a talented Operating Principal with an Engineering background to join a dynamic newly created niche team working in the African Energy Transition landscape at AIIM. You will work across the Portfolio and throughout the life cycle of projects from origination to exit, ensuring our approach is technically robust.
Key Responsibilities
- Participate in the origination, diligence, execution, asset management, and exit of the Fund’s deals with the investor lens of an Operator
- Mentor the portfolio companies’ technical, operations and construction teams through active oversight
- Ensure thorough technical due diligence through evaluating engineering processes, project management processes, contracting strategies, contract costing models, operations processes, and internal work management approaches
- Readily engage in discussions on technical and operational performance, with senior management at assets, to identify, structure, plan and deliver optimum technical efficiency
- Deliver regular performance reports to keep investors informed of the technical and operational status of their assets, providing insights into KPIs and benchmarking against industry standards
- Provide technical input to Investment Committee reports
- Manage transactions through AIIM's transaction process including taking overall responsibility for co-ordinating and prioritising technical work streams, managing input from advisers and maintaining client relationships, in accordance with AIIM's protocols and procedures
- Independently lead negotiations on select transactions with third parties, transaction counterparties, external advisers, co-investors, debt providers, and other involved parties
- Drive the technical aspects of the Fund’s exit processes ensuring alignment with sellside models and materials as well as unlocking future sources of operational value drivers
- Represent AIIM and add value on Boards of investee companies
- Collaborate with ATAF’s ESG Advisor to ensure ESG principles and practices are fully embedded in transactions
- Support the ATAF team with technical energy transition sector knowledge (e.g. service, maintenance, logistics) and transaction updates
- Respond comprehensively to investor transaction queries, portfolio companies and sectors
- Attend industry events and conferences to continuously improve portfolio performance and provide strategic support to portfolio companies
- Be an active and value-adding member of the ATAF team
- Participate in the mentoring and management of team members with less experience
Desired Candidate Profile:
- Relevant qualifications (B.Eng/M.Eng as well as additional finance certifications)
- 8-10 years’ experience in energy, climate, infrastructure, including time spent in an engineering business in a P&L role; experience in a technical role at an investor is a plus
- Direct experience across energy transition infra assets in Africa, either in a construction or operations role
- Highly organised and able to manage multiple, complex workstreams simultaneously across geographies and sectors
- Demonstrable passion for early-stage business development in the climate space
- Strong networks and relationships with clients, private investors, banks as well as construction and related companies operating in Africa
- Successful track record of delivery and leading or working in project teams with high level stakeholders and qualified professionals
- Familiarity with unique disciplines of identifying, negotiating, closing, and monitoring transactions
- Excellent commercial orientation
- Strong people and communication skills, with maturity to interact with senior stakeholders both internal and external
- Critical thinking and problem-solving skills
- Demonstrable organisational, planning and prioritising skills
- Strong financial analysis and modelling skills
- Strong attention to detail, with a high level of accuracy and ability to perform under pressure
- AIIM Culture Fit
- Entrepreneurial mindset
- Self-starter
- Intellectually curious
- Collaborative
- High energy
- Performance obsession
Skills
- Alternative Investments, Infrastructure Funding, Infrastructure Investments, Investments, Private Equity
Competencies
- Builds Effective Teams
- Communicates Effectively
- Customer Focus
- Ensures Accountability
- Financial Acumen
- Instills Trust
- Manages Complexity
- Optimizes Work Processes
Education
- Bachelor Of Science Engineering
Closing Date
Method of Application
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