Customer Relationship Excellence

4 days ago


Johannesburg, Gauteng, South Africa Sanlam Full time

At Sanlam, we're dedicated to building strong relationships with our clients and employees alike. As a Service Relationship Manager, you'll play a crucial role in ensuring that our customers receive exceptional service and support.

Key Responsibilities
  • Develop and maintain relationships with LISP customers through excellent customer service and long-term relationships by applying an agreed customer engagement programme.
  • Ensure that customer files are updated with all relevant documentation and that checklists are completed.
  • Build and maintain relationships with the administrative staff of our most valued clients (i.e. Strategic partners and premier advisers)
  • Accurately determine customer needs/requirements through customer interaction and ensure that these are met.
  • Monitor and resolve customer queries efficiently and professionally by applying product knowledge.
Improvement Optimisation
  • Keep abreast of offerings by competitors' offerings and market trends to suggest and implement process improvements.
  • Continuously gather market intelligence and report potential threats to management.
  • Identify training needs within the offices of the financial adviser and conduct/arrange the relevant training.
Application of Risk and Compliance Requirements
  • Manage risk by ensuring that financial policies, procedures, regulatory and statutory requirements are adhered to.
  • Complete applicable compliance and risk training requirements as per Absa Group Risk.


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