KEY PERFORMANCE AREAS

• Manage the relationship between the company and its customers/clients.
• Growth of income & AUM in Corporate Commercial channel in line with CAM’s budget;
• Generate leads, deposit and fee sales growth, including new client acquisition within Corporate Commercial channel, cross-sell and retention
• Ensure customer satisfaction and focused should be on organizations’ feet on street sales as well as financial advisory services
• Responsible for the operations of a company's sales force, development and implementation of annual sales, monitoring performance of teams and sales goals, and meeting with other company managers to ensure that business objectives are executed properly and right on schedule.
• Assume ultimate responsibility for the maintaining of up to date client contact details, distribution addresses and client correspondence

·         Ensure that data is accurately entered and managed within the company’s

• Assume ultimate responsibility for the distribution of client communication.
• Undertake desk-based research to identify new lead opportunities including leads from Capricorn CVP.
• Research and deliver intelligence that will inform proposition development for new and existing clients
• Strong client liaison skills, project management and team leadership.
• Maintain existing client relationships and aggressively grow new client base.
• Preparing, putting together and updating presentations, tender documents, questionnaires, due diligence documents and any other investment proposals, sales documents and sales initiatives.
• Take responsibility for the administration of all new business pitches, due diligence and client report back meetings.
• Screens potential business deals by analyzing market strategies, deal requirements, potential, and financials;
• Attend to all product and portfolio enquiries from Corporates, SME’s
• Assist the Executive Officer with new business development initiatives which may include preparing and supporting events, investor visits and meetings

• Customer Service:

Corporates & Regulatory Insurance Clients

• Attending to all client queries;
• Provision of monthly performance numbers and related information to clients.
• Facilitate onboarding of clients;
• Retain ultimate responsibility for timeous delivery of Quarterly reports to Life, Short term and Medical Aid Funds and ensure accuracy thereof.

 SME’s

o   Facilitate application and onboarding of new SME clients,

• Assist the Executive Officer with new business development initiatives which may include preparing and supporting events, investor visits and meetings.
• Perform new business pitches and report back presentations to Corporates, SME’s and Regulatory Insurance Clients.
• Attend to any other task as directed by the Executive Officer.
• Attend internal Economic Committee meetings.