Senior Portfolio Manager: Consumer Distribution (Parktown)

• RMA in a nutshell Identifying a need to help care for miners who were injured while on duty, Rand Mutual (RMA) was founded in 1894 by three mining companies on the Witwatersrand as a non-profit mutual assurance company. Today RMA has grown to offer workmens'​ compensation benefits to the mining, iron, metal, steel and related industries coupled with a range of competitive insurance solutions. • The RMA service offering RMA offers COID (compensation for occupational injuries and diseases) and a range of insurance solutions to bridge the gap not covered by COID benefits coupled with other mainstream insurance solutions. It also has an end-to-end market-leading information technology (IT) solution, which provides enhanced efficiencies for workers' compensation claims. • Company ethos: As a company that is compassionate and caring, RMA goes the extra mile to ensure that beneficiaries and their families receive the care and compensation they are entitled to when claiming from RMA. • Accessibility to clients, claimants and other stakeholders RMA has a wide footprint with its head office in Johannesburg and regional walk-in branches located in Cape Town, Durban, eMalahleni, Klerksdorp, Pretoria, Rustenburg and Welkom, with satellite offices in Lesotho, Mthatha and Mozambique.

THE JOB AT A GLANCE

As a Senior Portfolio Manager: Consumer Distribution you will be reporting to GM: Consumer Distribution, you will be responsible for the management of strategic client relationships. You will be supported by key account executives in the execution of his/her duties. You will focus on the identification and management of key strategic partners with the aim to maximise on business opportunities that generate revenue resources and profitability. Key to this role is sales management, partner engagements, an operational focus of the various businesses, and understanding of ROI and key life metrics as well as team management.

WHAT WILL YOU DO?

Front- end Sales Management Develop short- and long-term sales strategy to ensure attainment of company sales goals and profitability through the development and maintenance of effective partnerships with key decision makers in key partner organisations. Focus on value creation by selling by discussing business strategy and challenges with executive business leaders and delivering sales presentations. Set strategy for assigned partners/clients and direct execution in accordance with business objectives. Analyse business opportunities in terms of profitability to the company and benefit to each partner. Report on sales progress, pipeline reporting and attainment of goals; create accurate forecast for partners on a weekly and monthly basis via pipeline reports. Manage and develop partnerships proposals in line with RMA's strategy and prioritise projects. Developing and Maintaining Strong Partner Relationships Raise RML's profile by cultivating and establishing productive and professional strategic relationships with key decision makers across current partners. Schedule regular visits to partners. Oversee existing relationships with senior leaders at key partner organizations and ensuring service levels and expectations are met. Help maintain and ensure partner renewal rates. Operational Focus Work with partners to identify strategic opportunities for future collaboration and growth. Measure effectiveness of customer success through metrics and data in order to Influence future lifetime value through higher customer satisfaction and overall health scores. Evaluate effectivity of partner relationships and engagements in delivering positive ROI. Develop strong relationships with partners maximise revenue streams and explore new initiatives that will drive revenue growth and offer RMA brand and media presence across key markets. Responsible for setting the direction for development of partnership relationships and helps negotiate partner agreements. Team Management Manages a team of specialists who enhance existing relationships, deliver campaigns and further penetrate existing accounts. Set staff and departmental performance targets and expectations, ensuring that the targets and expectations are achieved through regular monitoring and management Identify talent within the team and develop employees through effective staff management and assist them in meeting their training requirements and achieving their career aspirations Identify and recruit new staff members Ensure that financial resources are used efficiently and effectively. Manage and maintain relationships with RMA's PR Agencies and work jointly with the agencies and business to write editorials, advertorials etc. Requirements NQF Level 7: Degree in Business Management Postgraduate Degree in Business Management (advantageous) RE5 Key Individual (Advantageous) CFP (Advantageous) 5 - 8 years Financial Services Industry Knowledge 5 years Long term insurance experience 3 years management experience Experience in Insurance/Financial Services sector (preferred) Must have a proven sales track record Experience engaging with C-suite clients Proven experience in building and managing strategic partnerships with key account organisations at executive levels. Proven experience in driving sales revenue generation activities through effective partnership development and maintenance Financial Services Industry Knowledge Legal technical Knowledge (product related) New and Existing business processes Advanced understanding and application of the end-to-end Key Accounts Management function Experience managing budgets and sales teams Sound Long-term (Life) Insurance knowledge and experience Strong insurance product knowledge (group benefits) Proven track record on setting, achieving and exceeding sales targets Extensive experience developing partnerships with Ability to demonstrate past sales achievement in large and complex deals Financial Services Industry Knowledge Legal technical Knowledge (product related) Must have knowledge of employee benefits Strong relationship building skills and an entrepreneurial approach that leverages further opportunities