Develop and implement a strategy for building Pension business
Drive pension sales by developing and maintaining client relationships
Ensure preparation and delivery of service offer tenders on a timely basis
Develop and implement a framework for pension client coverage
Collaborate with Fund Management team to ensure that products and services are responsive to client needs
Achieve high customer service standards
Collaborate with marketing and other departments in the group to develop market research for pension business
Develop a strong understanding of customers and market dynamics
Networking in industry associations e.g. RBA to gain insights for the pension business
Develop and present reports on performance and coverage activity reports
Adhere to internal and external risk and compliance standards
Deliver on performance requirements as defined in the departments’ strategy map, balanced scorecard and Personal Scorecard.
A detailed Job Description will be given to the successful candidate
Key Performance Measures:
Generation of new pension assets under management
Customer retention rate
Customer satisfaction index
External Working relationships:
Knowledge, experience and qualifications required :
Bachelor's degree in a business related degree
At least 6 - 7 years’ experience in a similar positions 3 of which must be management level
Knowledge and applied professional understanding of the principles and practices of investments and pension funds
Customer, market and competitor understanding
Ability to develop client relationships
Knowledge of regulatory requirements
Effective communication and negotiation skills
Excellent organisational and analytical skills
Report writing skills
Deciding and Initiating Action: Ensures, key organisational objectives are met, takes responsibility for decisions, actions, projects and people while focussing on achievement of strategic results; takes initiative and works under own direction; initiates and generates activity; makes quick, clear decisions with limited information available which may include tough choices or considered risks; decisions and actions takes into account possible impact on all parts of the business.
Leading and Supervising: Provides the business with a clear direction based on the overall strategic intent of the organisation; motivates and empowers others with a clear sense of purpose; creates a positive organisational climate that fosters learning and development; acknowledge high potential talent; sets and articulates the vision and values through own personal behaviour.
Relating and Networking: Easily establishes, as well as assists others in building good relationships with customers and staff across all departments, inside and outside of the organisation; relates well to people at all levels; facilitates the resolutions of conflict and manages disagreements with tact and diplomacy.
Persuading and Influencing: Gains clear agreement and commitment from others by persuading, convincing and negotiating to the benefit of the organisation, promote the organisational strategy during conversations; makes effective use of political processes to influence and persuade others; promotes ideas on behalf of oneself, the department or the organisation; makes a strong personal impact on others; takes care to manage the organisation’s impression and brand on others.
Formulating Strategies and Concepts: Works strategically to realise organisational goals; sets and develops organisational strategies; identifies, develops positive and compelling visions of the organisation’s future potential; takes account of a wide range of issues across, and related to, the organisation; encourage others to take a strategic and long term view in terms of the organisation’s future; communicates the organisational strategy, vision and objectives effectively across all levels of the organisation.