Clients Relations Manager – BIFM

Job Summary
Reporting to the Head of Client Relations, this role monitors the Bifm client retention strategy; business development initiatives for Institutional Clients and Bifm Unit Trusts through synergies from the Institutional business to increase assets under management.

 

This is a key role which contributes to the client retention and growth strategy of the business,

 

Key Performance Areas:
· Acquisition of new clients to increase assets under management.
· Identification of market trends, peer analysis and new product development opportunities.
· Building long-term relationships with prospective and existing clients.
· Coordinate investment report backs, adhoc marketing presentations and trustee training.
· Provision of client communication tools designed to increase retention and client satisfaction between company and clients.
· Strengthen customer relationships through adoption of an adequately planned Customer Relationship Management (CRM) strategy.
· Ensure timeous processing of customer requests and query resolution.
· Managing the process of Client information systems in liaison with the information systems manager and ensure that information is used to make sound business decisions.
· Design action plans and ensure implementation to address shortcomings highlighted in client satisfaction surveys.
· Produce monthly reports for the consumption of the Executive Management team.
· Participate in the development of the department’s annual budget based on sound financial and business principles and monitor expenses through the performance of a budget variance analysis.

Qualifications & Work Experience
· Bachelor’s Degree in a Business-related field plus at least 5 years’ experience in a relationship management role in the Financial Services Industry. Knowledge and understanding of financial markets is a key requirement for this role.

Key skills required
· Business Acumen
· Business Development
· Technological Awareness
· Financial Acumen

The Company offers an attractive remuneration package with benefits in keeping with a large financial organisation Interested applicants should send their application together with a detailed CV no later than Friday 10 August 2018 to:-

Human Resources Business Partner
Botswana insurance Fund Management
Private Bag BR 185
Gaborone

Complete documents can also be scanned and forwarded to [email protected]

Note:
1. Applications should clearly indicate the position applied for in a covering letter
2. Communication will only be sent to the shortlisted candidates