Account Manager
Iress
Total years of experience :26 years, 5 Months
Regional business development in wealth management
* Engagement in project management
* Manage relationships with financial sector stakeholders
* Analyses of business requirement specification
* Strategic marketing implementation initiatives
* Managing implementation of projects
Managing the marketing and sales of Hollard products in
the Western Cape
* Management of human resources by recruiting, selecting,
orienting, training, assigning, scheduling, coaching,
counseling, and disciplining employees
* Planning, monitoring, appraising and reviewing of
employee contributions
* Developed field sales action plans
* Collecting, analyzing, and summarizing market data and
trends and formulating marketing strategies
* Accomplished marketing and sales objectives through the
planning, developing, implementing, and evaluating
advertising and promotion programs
Facilitate business partnerships between intermediaries,
distribution staff and Nedbank
* Managing accounts and relationship with stakeholders
* Market, educate, train and sales support
* Management of sales targets
* Initiate and implement marketing campaigns
* Identify business opportunities for intermediaries and canvas
new intermediary contracts
Facilitate business partnerships between intermediaries,
distribution staff and Sanlam
* Managing accounts and relationship with stakeholders
* Market, educate, train and sales support
* Management of sales targets
* Initiate and implement marketing campaigns
* Identify business opportunities for intermediaries and canvas
new intermediary contracts
Sales administration through the delivery of quotations,
pricing and client liaison
* Work closely with the marketing and distribution teams
* Provide distribution support to intermediaries
* Management of new business
Sales administration through the delivery of quotations,
pricing and client liaison
* Work closely with the marketing and distribution teams
* Provide distribution support to intermediaries
* Management of new business
General telephonic and administrative support to
intermediaries and clients
* Development and training of new staff members in the call
centre
* Played a key role with the assessment of optimizing the
productivity levels and processes in the call centre,
decreasing the waiting time per consultant on each
dedicated incoming queue
Overseeing of children ministry & increasing community
awareness and integration
* Management of relationship with community stakeholders
courses: Bachelors in Commerce - General Management
Regulatory Examination
courses: Certificate in Wealth Management
courses: Certificate in Business building and Corporate venturing
Theology
Matric/Grade 12