Portfolio Manager

**THE JOB AT A GLANCE**

As a Portfolio Manager: Top 100, you will be responsible for the management of strategic client partnerships. You will be supported by key account executives in the execution of duties. You will focus on the identification and management of key strategic partners with the aim to maximise on business opportunities that generate revenue resources and profitability. Key to this role is sales management, Partnership engagements, an operational focus of the various businesses, and understanding of ROI and key life metrics as well as team management.

**WHAT WILL YOU DO?**

**Front
- end Sales Management**
- Develop short
- and long-term sales strategy to ensure attainment of company sales goals and profitability through the development and maintenance of effective partnerships with key decision makers in key partner organisations.
- Focus on value creation by discussing business strategy and challenges with executive business leaders and delivering sales presentations.
- Set strategy for assigned partners/clients and direct execution in accordance with business objectives.
- Analyse business opportunities in terms of profitability to the company and benefit to each partner.
- Report on sales progress, pipeline reporting and attainment of goals; create accurate forecast for partners on a weekly and monthly basis via pipeline reports.
- Manage and develop partnerships proposals in line with RMA’s strategy and prioritise projects.

**Developing and Maintaining Strong Partner Relationships**
- Raise the Partnership Development profile by cultivating and establishing productive and professional strategic relationships with key decision makers across current partners.
- Schedule regular visits to partners.
- Oversee existing relationships with senior leaders at key partner organizations and ensuring service levels and expectations are met.
- Help maintain and ensure partner renewal rates.

**Operational Focus**
- Work with partners to identify strategic opportunities for future collaboration and growth.
- Measure effectiveness of customer success through metrics and data in order to Influence future lifetime value through higher customer satisfaction and overall health scores.
- Evaluate effectivity of partner relationships and engagements in delivering positive ROI.
- Develop strong relationships with partners, maximise revenue streams and explore new initiatives that will drive revenue growth and offer RMA brand and media presence across key markets.
- Responsible for setting the direction for development of partnership relationships and helps negotiate partner agreements.

**Team Management**
- Manages a team of specialists who enhance existing relationships, deliver campaigns and further penetrate existing accounts.
- Set staff and departmental performance targets and expectations, ensuring that the targets and expectations are achieved through regular monitoring and management
- Identify talent within the team and develop employees through effective staff management and assist them in meeting their training requirements and achieving their career aspirations
- Identify and recruit new staff members
- Ensure that financial resources are used efficiently and effectively.
- Manage and maintain relationships with RMA’s PR Agencies and work jointly with the agencies and business to write editorials, advertorials etc.

**WHAT WILL YOU BRING TO THE TABLE?**
- NQF Level 7: Degree in Business Management
- Postgraduate Degree in Business Management (advantageous)
- RE5
- Key Individual (Advantageous)
- CFP (Advantageous)
- 5 - 8 years Financial Services Industry Knowledge
- 5 years long term insurance experience
- 3 years management experience
- Experience in Insurance/Financial Services sector (preferred)
- Must have a proven sales track record
- Experience engaging C-suite clients
- Proven experience in building and managing strategic partnerships with key account organisations at executive levels.
- Proven experience in driving sales revenue generation activities through effective partnership development and maintenance
- Financial Services Industry Knowledge
- Legal technical Knowledge (product related)
- New and Existing business processes
- Experience managing budgets and sales teams
- Sound Long-term (Life) Insurance knowledge and experience
- Strong insurance product knowledge (group benefits)
- Proven track record on setting, achieving and exceeding sales targets
- Extensive experience developing partnerships
- Ability to demonstrate past sales achievement in large and complex deals
- Financial Services Industry Knowledge
- Must have knowledge of employee benefits
- Strong relationship building skills and an entrepreneurial approach that leverages further opportunities

**Turnaround time**

**Closing date**:27 June 2025

**Our Commitment to transformation**: