Account Executive: Large Corporates

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Date: 22-Jan-2022

Location: Tygervalley, Western Cape, South Africa

Company: Sanlam Group

Who we are?

Sanlam Investments Group is one of South Africa’s largest investment management companies. We have a performance history spanning over 100 years, and offer a range of investment and financial planning solutions to protect and grow the long-term wealth of our clients.

We take particular pride in:

•             Sanlam’s longevity and innovation

•             People, teamwork and values

•             A culture of diversity and commitment to growing our own timber

•             Our robust, tested and proven pragmatic investment process and philosophy

Our local and offshore investment products cover the full investment spectrum: active and passive; single and multi-manager – both locally and internationally. Our active funds range are managed according to our pragmatic value investing style.

What will you do?

Responsible for promoting new and maintaining existing business by serving as a proactive relationship manager for assigned accounts. 

  • 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 specific client area, allocated by Segment Head
  • Work closely with head of business, other account executives, business heads in Sanlam Investments (SI) 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 in order to identify and price appropriate capabilities simply and effectively
  • Independently prepares and delivers 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 capability of a cluster wide CRM

What will make you successful in this role?

Knowledgeable and Influential:

  • Deep knowledge of self, Sanlam, the client, the context and technical aspects enabling strategic thinking
  • Ability to identify, address, collaborate and resolve pro-actively, any issues that impact the client experience
  • Ability to develop and manage trusted relationships at multiple levels
  • Manage the effective and efficient implementation and execution of client decisions

Creative and Commercial: 

  • Driven to retain the client and by identifying new opportunities or potential threats to existing accounts
  • Maximises results by systematically managing an Account Plan

Accessible and Responsive:

  • Promotes client relations by soliciting feedback regularly
  • Co-ordinate and central point of contact for all client matters

Key Differentiators:

  • 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

Qualification and Experience

Degree with 8 to 10 years related experience.

Knowledge and Skills

Technical advice and support
Production target achievement and budgeting
Compliance and risk management
Client relationship management
Strategic business plan development and implementation.

Personal Attributes

Business insight - Contributing strategically
Organisational savvy - Contributing strategically
Manages complexity - Contributing strategically
Plans and aligns - Contributing strategically

Build a successful career with us

We’re all about building strong, lasting relationships with our employees. We know that you have hopes for your future – your career, your personal development and of achieving great things. We pride ourselves in helping  our employees to realise their worth. Through its four business clusters – Sanlam Life and Savings, Sanlam Investment Group, Sanlam Emerging Markets, Santam, as well as MiWay and the Group Office – the group provides many opportunities for growth and development.

Core Competencies

Cultivates innovation - Contributing strategically
Customer focus - Contributing strategically
Drives results - Contributing strategically
Collaborates - Contributing strategically
Being resilient - Contributing strategically

Turnaround time

The shortlisting process will only start once the application due date has been reached. The time taken to complete this process will depend on how far you progress and the availability of managers. 

Our commitment to transformation

The Sanlam Group is committed to achieving transformation and embraces diversity. This commitment is what drives us to achieve a diverse, inclusive and equitable workplace as we believe that these are key components to ensure a thriving and sustainable business in South Africa.  The Group's Employment Equity plan and targets will be considered as part of the selection process.