New Business Lead and Client Retention Consultant
2 days ago
**Introduction**
Momentum Securities provides a full range of stockbroking services supported by strong management and administrative capabilities. We pride ourselves on product innovation and client service. One of our key strengths is our ability to devise solutions for your individual needs, with all our expertise at your disposal. We provide a full range of stockbroking solutions including ;traditional trade executions (non-discretionary/self-managed portfolio), an advisory portfolio,
full-service stockbroking service into all of the frontier markets of Sub-Saharan Africa and specialist research integrating both a macro and micro market view.
**Role Purpose**
The purpose of the New business lead consultant role is to support the growth and acquisition strategy by focusing on sourcing clinets and ensuring client
**Requirements**:
**Qualifications**:
- Grade 12
- Bcom related degree
- JSE Traders exam ( added advantage)
**Experience**:
- 3-5 years financial services industry experience and in a similar role.
- Experience in marketing financial products to the momentum brokers channels or related.
- Experience/qualifications
- Experience in marketing financial products to the momentum brokers channels or related.
- Network of contacts in the channels.
- Willingness to study towards JSE traders exam to familiarize with the market.
- Minimum 1-2 years in the industry
**Duties & Responsibilities**
**New business lead
- Drive a new business acquisition strategy amongst MFP et al channels, to market the MS offering.
- Drive a new business strategy amongst independent (not Momentum) brokers to introduce the MS offering.
- Drive a new business strategy for direct, high net worth clients.
- Usage of platforms such as LinkedIn.
- Co-ordinate client proposals.
- Guide on-boarding of new clients.
- New account opening admin.
- Source of new clients.
**Competencies**
- **
Seizing opportunities**: Identifies business opportunities; creates additional sales for future growth; wants to win and outperform competitors.
- **
Interacting with people**: Is lively and projects enthusiasm; is talkative in making contact; is focused on interacting and networking with people.
- **
Generating ideas**: Is creative in producing ideas; assumes an original approach when generating ideas; adopts radical solutions.
- **
Examining Information **:Analyses and processes information; asks probing questions; strives to find solutions to problems.
- **
Articulating information** : Is articulate in giving presentations; is eloquent and explains things well; projects social confidence when articulating information.
- **
Convincing people**: Is comfortable having to persuade others; shapes opinions by being outspoken; seeks to negotiate with others.
-
Head of Client Retention
2 weeks ago
Sandton, South Africa HR Outsource Full timeWe are looking for a high performance, hands on, and results driven leader to lead and manage the performance of the Account Management team, ensuring that retention targets are achieved, client experience is managed, and client experience projects are effectively executed. This role requires a strategic thinker with strong leadership skills and a passion...
-
Retentions Consultant
6 days ago
Sandton, South Africa Oneplan Underwriting Managers (Pty) Ltd. Full time**Main purpose of the job** The successful incumbent will build client relationships through engagement in determining their requirements and recommending relevant products in order to reduce lost business and achieve retention targets. Core focus to retain clients and minimise lost business. **Client Engagement** - Ensure a high level of client...
-
Retention Consultant
1 week ago
Sandton, South Africa Metropolitan Life Full time**Introduction** Through our client-facing brands Metropolitan and Momentum, with Multiply (wellness and rewards programme), and our other specialist brands, including Guardrisk and Eris Property Group, the group enables business and people from all walks of life to achieve their financial goals and life aspirations. **Role Purpose** Engage with clients...
-
Retention Consultant
2 weeks ago
Sandton, South Africa Momentum Metropolitan Holdings Full time-Introduction Through our client-facing brands Metropolitan and Momentum, with Multiply (wellness and rewards programme), and our other specialist brands, including Guardrisk and Eris Property Group, the group enables business and people from all walks of life to achieve their financial goals and life aspirations. Role Purpose - Retain clients and minimise...
-
New Business Lead
1 week ago
Sandton, South Africa Dentsu Aegis Network Full timeThe purpose of this role is to provide strategic recommendations and manage all resources to ensure the Client’s marketing needs are met. They are viewed as a trusted advisor to client, understands and articulates client business insights and leverages to contribute ways to move business forward, lead and monitor the day-to-day activities; proactively...
-
New Business Development Executive
2 weeks ago
Sandton, South Africa Bluespec Holdings Full time**Main Key Responsibilities**: An exciting opportunity exists within Emer-G-Med for a dynamic and results-driven New Business Development Executive **Key Focus Areas**: - New Business Acquisition - Identify and secure new business opportunities across sectors aligned with Emer-G-Med’s service offerings. - Sales Growth - Drive revenue by developing and...
-
Sandton, Gauteng, South Africa Guardrisk Full time R900 000 - R1 200 000 per yearIntroductionWe are looking for someone who will drive growth and retention of Public Sector business in line with strategic targets and develop and execute new business plans and renewal strategies. You will be expected to partner with business leaders to assess current and future skills requirements and identify learning interventions that address skills...
-
Retentions Manager
3 hours ago
Sandton, South Africa Discovery Full time R50 000 - R150 000 per yearAbout DiscoveryDiscovery's core purpose is to make people healthier and to enhance and protect their lives. We seek out and invest in exceptional individuals who understand and support our core purpose, and whose own values align with those of Discovery. Our fast-paced and dynamic environment enables smart, self-driven people to be their best. As global...
-
Team Leader
2 days ago
Sandton, South Africa Oneplan Underwriting Managers (Pty) Ltd. Full time**Job Summary**: The Retentions Team Leader plays a key role in actively leading, motivating and driving an inbound and outbound sales and retention (growth) team. The team leader is responsible for the growth and retention of membership base through coaching and development and driving a high-performance culture - focusing on quality interactions and...
-
Sandton, Gauteng, South Africa Guardrisk Full time R900 000 - R1 200 000 per yearRole PurposeThe Public Sector marketing consultant role drives growth, retention, and service excellence in the Public Sector market by managing broker relationships, identifying business opportunities, and promoting GGI's offerings in compliance with industry standards.RequirementsPreferred qualifications include BCom, Sales and Marketing or any other...