Client Relationship Manager

2 weeks ago


Johannesburg, South Africa Dananda Services Full time

Deliver the end-to-end client management process by

implementing processes, policies and procedures, delivering

on defined objectives and addressing queries and challenges

within SLA.
- Manage that all funds under management are reviewed for

compliance to all relevant legislation annually, implementing

required amendments with trustees and reporting as

required.
- Establish relationships with all client and internal company's

stakeholders by communicating goals, objectives, and

timelines clearly and building resilient mutually responsive

relationships as required.
- Build strong relationships and play the primary contact role

with clients by providing them with prompt and

knowledgeable expertise, support and guidance on social

investment and fund management and becoming the go-to

resource and their primary point of contact.
- Implement deliberate, formal client retention strategies for

all clients under management.
- Implement Companys approach to Fund Management by

complying with the approach and delivering to standard on

an ongoing basis.
- Evaluate key client relationships and engage with

stakeholders and clients by attending meetings, representing

the company, supporting delivery of client objectives and

resolving client queries and issues within SLA and as

required.



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