Senior Account Manager

wePlace; Johannesburg; On-site; ZAR 500,000 - 700,000; Full time

Job summary

A leading financial services firm based in Johannesburg is looking for a professional to manage client accounts and drive sustainable revenue growth. You will be responsible for understanding client needs, conducting market analysis, and collaborating with internal teams to market new products. The ideal candidate has a Commerce degree and significant experience in financial sales.

Qualifications

• 6 - 8 years experience in financial services with 3 - 5 years in sales.
• Proven track record in complex solutions selling and Account Management for at least 3 years.

Responsibilities

• Manage client accounts and up-sell products to ensure revenue growth.
• Conduct ongoing client needs analysis to identify business opportunities.
• Collaborate with internal stakeholders to drive new business.

Skills

Relevant regulatory knowledge

Principles of project management

Performance management and evaluation methods

Data analysis

Basic software applications (e.g., Outlook, Word, Excel)

Identifying trends

Building and maintaining effective relationships

Challenging the status quo

Education

Commerce Degree in Sales and Marketing / Financial Markets / Economics

Job description

Job Summary

To manage allocated client accounts and up-sell products to new and existing clients to ensure sustainable revenue growth relevant to the business strategy.

Minimum Qualification

• Commerce Degree in Sales and Marketing / Financial Markets / Economics

Minimum Experience

• 6 - 8 years experience in financial services with 3 - 5 years experience in sales in financial services, and or financial markets with a proven track record in complex solutions selling and Account Management for at least 3 years

Knowledge and Skills required

• Relevant regulatory knowledge
• Principles of project management
• Performance management and evaluation methods
• Job levels, Nature of job standards and performance agreements
• Market data industry
• Basic software applications (e.g., Outlook, Word, Excel, Access, Internet, Email)
• Divisional service offerings
• Budget forecast assumptions
• Business continuity standard
• Business principles
• Data analysis
• Decision-making process
• Industry trends
• International Standards for Professional Practice
• Challenging the status quo with a view to improving the environment or peoples understanding
• Giving presentations
• Identifying trends
• Establishing and maintaining collaborative relationships with peers / subordinates / managers
• Adapting behaviour to meet major changes at work
• Adapting to a major organisational change
• Building and maintaining effective relationships with internal and external stakeholders
• Evaluating resource allocation

KPA's

Stakeholder Relationship Management

• Build strategic / Industry / Global network of thought leaders and relationships utilising social media, attending and presenting at conferences and training interventions.
• Ensure clients' needs are understood and met by conducting ongoing client needs analysis on client segment; market; product; industry and region though constant contact with clients to identify business opportunities.
• Conduct client assessment feedback sessions to build sustainable client relationships and meet the client's requirements.
• Build networks by attending relevant market data related learning interventions or focus sessions to network with existing clients and understand client requirements.
• Build solid client relationships and position yourself as the client point of contact at the for all queries and monitor the assistance received when dealing with other teams.
• Be a custodian of the division's NPS Score
• Collaborate with internal stakeholders to drive new business for the division.
• Play a key role in marketing new products, platforms or geographies to new clients by using industry knowledge and networks.

Process Management

• Manage own delivery against sales delivery plan and set timelines, identify obstacles and risks to delivery and take appropriate action where required
• Ensure ongoing feedback from clients are recorded, acted on and escalated to the sales manager with proposed recommendation and mitigated actions to ensure it is closed off at the clients
• Provide input into the on-boarding activities for clients to ensure that the process is completed effectively and professionally.
• Manage client account plans on the sales system to meet client targets and source market intelligence to identify client trends relevant to the market.
• Manage end to end process of client accounts, which includes the entire sales process (beginning with explaining the product and pricing, to forwarding to sales support team to ensure that on-boarding of clients are processed).
• Ensure all client-related administration processes are completed and recorded on systems or centrally to manage the client service update process and ongoing recording of client and market intelligence information to track sales activities on the sales system in support of the end-to-end sales process for sustainable growth.
• Identify and raise opportunities to improve existing procedures and processes and escalate to managers to ensure most efficient and effective usage of client information relevant to procedures and processes
• Manage own delivery against agreed deliverables and set timelines, identify obstacles and risks in delivery and take appropriate action where required.
• Promote and sell all market data products to current client base to promote the SA market and encourage trading activities to increase market data revenue.
• Meet business and compliance expectations by keeping abreast of established market data best practice procedures in relation to all market data products and services.
• Consult with existing client base to source client market intelligence in support of changes to products, commercials policies and agreements.