SENIOR FUND RELATIONSHIP CONSULTANT - Johannesburg Verfied

Salary Negotiable Johannesburg, Gauteng Johannesburg, Gauteng more than 14 days ago 20-10-2014 8:25:41 AM
03-11-2014 8:19:39 AM
A large financial services group’s Employee Benefits business seeks a vastly experienced EB Fund Relationship Consultant to manage funds in the Large Corporate market segment (fund administration), including building and maintaining client relationships with trustees and Principal Officers. With the Key Account Managers, assess client needs and design and implement appropriate solutions.

Key Requirements:

• Relevant Degree
• From 7 years relevant experience including experience in client relationship management, consulting, new business and servicing.
• From 3 years' experience in management of people
• RE 5

Key Outputs:

• Represent the business at client engagements, coordinating delivery from affected products and channels.
• Ensure adherence to agreed deliverables in Service Level Agreements, maintaining oversight of administration deliverables and adherence to promises from affected products and channels
• Assess client needs, identifying areas for cross- and up-selling.
• Maintaining up-to-date knowledge of company’s solutions and products, providing regular client feedback to product and solution owners.
• Implement cross- and up-selling in collaboration with the appropriate segments, distribution channels and product houses.
• Assist the Head: Client Engagement in maintaining the client satisfaction measurement framework.
• Manage strategic client forums and relationship events.
• Contribute to building appropriate client value propositions.
• Ensure timeous communication on progress and challenges in achieving tactical goals and operational plans to all relevant stakeholders.
• Implement and manage practices that continuously grow the market and position the message through the correct mediums and channels.
• Represent and report customer viewpoint upward to the larger organisation.
• Build and maintain relationships with clients and stakeholders that promote cross delivery practice solutions.
• Contribute to sustaining a competitive edge through external networking and benchmarking and representation on related forums.
Monitor client service reports and align practices and or related processes to maximise client satisfaction and profitability