Client Relationship Management and Implementation

6 days ago


Johannesburg, South Africa Dananda Services Full time

**KEY PERFORMANCE AREAS, ACTIVITIES AND INDICATORS**
- 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 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 Company, supporting delivery of client objectives and resolving client queries and issues within SLA and as required
- Negotiate and deliver client SLAs according to the Company policy, procedure and standard.



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