Job Description

To proactively manage a portfolio of clients by fostering strong, trust-based relationships that deliver mutual value and support long-term financial wellbeing.

Responsibilities or duties:

• Achieve the Net Income Return for the Business as defined in the Financial Performance Report of the Business.
• Achieve revenue targets by either growing a portfolio of existing clients (optimising revenue opportunities) or by acquiring new clients.
• Deliver exceptional service that exceeds customers’ expectations through proactive, innovative and appropriate solutions.
• Manage existing clients and grow portfolio through making contact and generating leads through the Net Promoter Tool.
• Manage the growth of active customer Account Base to increase client base.
• Maximise cross sell opportunities and strengthen client relationships.
• Track, control and influence sales activities with the specific aim to achieve previously determined sales targets.
• Comply with governance in terms of legislative and audit requirements.
• Track, control and influence service activities with the specific aim to increase service efficiencies
• Check all transactions on a daily basis to ensure new business applications are closed within appropriate timelines.
• Manage the sales diary (daily) by making agreed number of appointments per month and conduct agreed number of sales presentations per month.
• Provide accurate and reliable sales statistics.
• Manage own development to increase own competencies.

• Achieve the Net Income Return for the Business as defined in the Financial Performance Report of the Business.
• Achieve revenue targets by either growing a portfolio of existing clients (optimising revenue opportunities) or by acquiring new clients.
• Deliver exceptional service that exceeds customers’ expectations through proactive, innovative and appropriate solutions.
• Manage existing clients and grow portfolio through making contact and generating leads through the Net Promoter Tool.
• Manage the growth of active customer Account Base to increase client base.
• Maximise cross sell opportunities and strengthen client relationships.
• Track, control and influence sales activities with the specific aim to achieve previously determined sales targets.
• Comply with governance in terms of legislative and audit requirements.
• Track, control and influence service activities with the specific aim to increase service efficiencies
• Check all transactions on a daily basis to ensure new business applications are closed within appropriate timelines.
• Manage the sales diary (daily) by making agreed number of appointments per month and conduct agreed number of sales presentations per month.
• Provide accurate and reliable sales statistics.
• Manage own development to increase own competencies.