Service Relationship Manager (GPA) at Sanlam Group

What will you do?

• The primary purpose of this role is to ensure that all activities and duties are carried out in full compliance with regulatory requirements, Enterprise Wide Risk Management Framework and internal Glacier policies and Policy Standards. Understand and manage risks and risk events (incidents) relevant to the role.

Key Outcomes
The following outcomes will be expected to be achieved:

• Customer Relationship Management 
• Develop and maintain relationships with LISP customers through excellent customer service and long-term relationships by applying an agreed customer engagement programme. 
• Build and maintain relationships with the administrative staff of our most valued clients (i.e. Strategic partners and premier advisers).
• Monitor and resolve customer queries efficiently and professionally by applying product knowledge. 
• Keep existing customers abreast of latest developments/offerings by means of pro-active presentations. 
• Liaise between the adviser’s office and the internal teams when a complaint has been escalated.
• Support the Business Development Management team in the sales.
• Support the organisation in achieving its strategic objectives by creating positive relationships with stakeholders.

Improvement Optimisation

• Keep abreast of offerings by competitors' offerings and market trends to suggest and implement process improvements.
• Identify training needs within the offices of the financial adviser and conduct/arrange the relevant training.
• Utilise internal communication processes and channels to improve the flow of information and the effectiveness of communication to all.
• Conduct performance management exercises against Service Level Agreements with Business. 

Qualifications and experience

• Bachelor's degree in Commerce or Business Management or NQF level 6 equivalent 
• 2 - 3 years' Investment Industry experience in a management role 
• Fluent in both English & Afrikaans

Qualification and Experience

• Degree or Diploma with 4 to 6 years related experience.