Key Client Manager

3 weeks ago

Sandton, South Africa Momentum Corporate Full time

**Introduction**

Through our client-facing brands Metropolitan and Momentum, with Multiply (wellness and rewards programme), and our other specialist brands, including Guardrisk and Eris Property Group, the group enables business and people from all walks of life to achieve their financial goals and life aspirations.

**Role Purpose**

The incumbent will be responsible for handling the key client accounts for Momentum Corporate. They will be the lead point of contact for all key client matters, anticipate the client’s needs, work within the company to ensure deadlines for client are met, and help the client succeed. The Key Client Manager will also bring in new business from existing clients or contacts and develop new relationships with potential clients.

**Requirements**:

- Grade 12
- A Bachelor’s degree in Business Administration, sales or relevant field
- Employee Benefits experience is essential
- Extensive industry knowledge and product knowledge
- 4 to 5 years’ experience in sales, key client management or consulting
- Intermediate computer skills, and experience with CRM software and MS Office with emphasis on excellent Excel skills
- Process documentation experience.
- Project management experience.
- Experience with reporting and analytics.

**Duties & Responsibilities**

INTERNAL PROCESSES
- Developing a solid and trusting relationship between major key clients and company
- Resolving key client issues and complaints together with the relevant service teams
- Developing a complete understanding of key client needs
- Anticipating key client changes and improvements
- Managing communications between key clients and internal teams
- Strategic planning to improve client results
- Negotiating contracts with client and establishing timeline of performance
- Establishing and overseeing internal budgets with the company and external budgets with the client
- Collaborating with sales teams to maximise profit by identifying up-selling and/or cross-selling
- Planning and presenting reports on account progress, goals, and quarterly initiatives to share with team members, stakeholders, and possible use in future case studies or company training
- Meeting all client needs and deliverables according to proposed timelines
- Analysing client data to provide customer relationship management insights
- Expanding relationships and bringing in new clients
- Bi-annual review of key client portfolio to ensure client relevance in the portfolio
- Maintaining all client documentation and cohesive, up-to-date files, so as to have accurate, relevant, and readily available client focused data at all times

CLIENT SERVICES
- Contribute to client relationship management to increase and promote MML as the preferred partner to key clients
- Designing a client appropriate dashboard and capturing on CRM system
- Develop in-depth client and industry needs, intelligence and share these with the appropriate MML businesses
- Develop opportunity roadmaps to optimize wallet share through facilitating cross and up-selling in collaboration with the MML solutions teams
- In collaboration with internal stakeholders develop a structured sales/new business process to secure additional business for MML
- Conduct annual client satisfaction audits
- Manage the profitability of clients in collaboration with relevant MML business units
- Facilitate strategic client forums and brainstorms internally and externally
- In collaboration with MML business units, provide a client experience that retains and strengthens the client

PEOPLE
- Positively influence and manage change and offer specialist support where required.
- Contribute to continuous innovation through the development, sharing and implementation of new ideas and involvement of colleagues.
- Participate and contribute to a culture of client centric thinking, productivity, service delivery and quality management.
- Take ownership for driving career development.

FINANCE
- Manage high risk and problematic financial issues in area of accountability and contribute to the development of policy.
- Identify solutions to enhance cost effectiveness and increase operational efficiency.
- Implement and provide feedback on the effectiveness of financial policy, practice and procedures preventing illegal, unethical or improper conduct.
- Implement risk management, governance and compliance policies in own practice area, to identify and manage governance and risk exposure liability.
- Investigate reported wilful acts of non-compliance to organisation policy and practice and report on findings.

**Competencies**
- BUSINESS ACUMEN
Understands how the business operates, what the key issues and risks are that drives business success; and how they impact on the commercial viability of potential ventures and the profitability of the Group.
- CLIENT COMMITMENT
Anticipates, meets and exceeds client’s needs by creating long lasting relationships that support the client value proposition, supports their

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