Business Development and Client Relationship Officer at Old Mutual Kenya

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BUSINESS DEVELOPMENT & CLIENT RELATIONSHIP OFFICER

KEY TASKS AND RESPONSIBILITIES

  • Deliver on OMIG’s business and market growth objectives by promoting and selling OMIG through, participating in prospect presentations, trustee and member education trainings, attending trustee meetings, organizing OMIG Conference for clients and prospects.
  • Respond to Tenders
  • Demonstrate a good understanding of OMIG’s business by providing complete and accurate information to all OMIG clients and potential clients.
  • Continuously secure OMIG’s business activities always by maintaining the confidentiality of our client information and any other business development and general business related duties that may be assigned from time to time.
  • Understand OMIG’s strategic priorities and the investment team’s goals and objectives.
  • Comply with all risk and control requirements including ensuring that all customer relationship management requirements are carried out in line with all internal governance frameworks.
  • Dispatch of quarterly reports.
  • Records Management:
  • Manage all documents and records for assigned mandates in line with laid down documents and records management policies to ensure security of all data and ease retrieval. This will include maintaining physical files, updating shared folders etc.
  • 1st line check for client payment requests:
  • Execute client service initiatives.
  • Log all complaints or queries and ensure sufficient detail is provided.
  • Ensure that all complaints raised by the clients are escalated to the relevant departmental heads and or teams on a weekly basis and follow up to ensure resolution.
  • Identify and escalate any disputes or customer complaints to the team for resolution and guidance.
  • Generate monthly reports on client complaints.
  • Coordinate the administrative function:
  • Handle the D365 purchase requisition and cash advance requests for the team
  • Custodian of the OMIG office equipment, stationery, files. Always ensure there’s adequate stationery for the team.
  • Coordinate requisition and dispatch of gifts, calendars, and notebooks to clients at the end of year and whenever called upon.
  • Secure boardrooms for meetings and coordinate meals and transportation if needed.
  • Arrange transport and accommodation for team members travelling for company meetings
  • Manage the client service email and ensure that all client queries are routed to the correct respondent and all queries are responded to adequately.
  • Keep records of meeting notes for all client meetings attended.
  • Internal & external stakeholder management:
  • provide support to all internal and external stakeholders including EA business development team, other companies within the group, service providers etc.
  • Develop effective relationships with teams throughout the business and other internal and regional teams.
  • Participate in improving customer service procedures, policies and standards.
  • Provide assistance to the GMD whenever called upon.

SKILLS ,COMPETENCIES & KNOWLEDGE & EXPERIENCE

  • Technical Knowledge
  • Business Awareness
  • Thinking Skills
  • Decision Making,
  • Gaining Commitment
  • Aligning Performance for Success
  • Sales Ability
  • Planning, Organizing & Collaboration
  • Experience in Fund Management will be an added advantage.
  • Relevant degree in Business related field. 5 – 6 years relevant experience.

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