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Client Relationship Manager

1 week ago

Johannesburg, Gauteng, South Africa Sanlam Full time

About Us

Sanlam Developing Markets is a wholly-owned subsidiary of Sanlam Life Limited, one of the top financial services providers in South Africa. We offer a wide range of simple and affordable financial solutions that cover needs such as funeral insurance, savings for education, life cover and personal accident plans.

Your Role in the Team

  • Promote Sanlam's products and increase market share through effective sales and marketing strategies.
  • Create opportunities for client optimisation and cross-selling of value-added services.
  • Responsible for Retail Branch Sales delivery and in-branch client service and client retention.
  • Ensure compliance, quality, and risk management.
  • Monthly planning and reporting of sales and service activities in the Branch.
  • Identify key internal and external stakeholders and determine effective engagement tactics that will contribute to building and maintaining relationships.

Key Qualifications and Competencies

  • Matric (Grade 12)
  • RE5 advantageous
  • FAIS Compliant (Wealth Management) as per DOFA requirements.

Benefits Package

  • Competitive salary and performance-based incentives.
  • Comprehensive benefits package.
  • Opportunities for career advancement within a growing organization.
  • A supportive and collaborative work environment.
  • Ongoing training and development programs.