Senior Portfolio Manager: Partnerships

Parktown, Johannesburg
Permanent
Full-time

1 month ago

THE JOB AT A GLANCEAs a Senior Portfolio Manager: Partnerships you will be reporting to GM: Strategic partnerships, you will be responsible for the management of strategic client partnerships. 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, Partnership 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.

WHAT YOU'LL BRING TO THE TABLE?

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

WHAT WILL YOU GET IN RETURN?We offer great opportunities for personal and professional development in a stable company that’s 130 years strong. The role comes with a competitive salary package and various benefits. Flexible work arrangements (combination of remote and in the office). Furthermore, you will be a part of a dedicated group of colleagues who value teamwork and collaboration.Turnaround timeThe 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. Kindly note that should you not receive a response within 21 days please consider your application unsuccessful.Our Commitment to transformation:In accordance with the employment equity plan of Rand Mutual Assurance and its employment equity goals and targets, preference may be given, but is not limited, to candidates from under-represented designated groups.

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

Rand Mutual

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