Jobs at Momentum Metropolitan Holdings Limited

Role Purpose    

• Attract, acquire and retain clients by selling company products to generate new business and to provide after sales service to clients to ensure client retention, increase market share and contribute to the overall business objectives and its long-term viability.

Requirements    

• Matric/ N4 Equivalent Qualification.
• FAIS requirements based on DOFA date
• Relevant regulatory examinations if you are already working in the financial services industry.
• 5 years’ experience for individuals with matric
• 1-2 years’ experience for individuals with undergraduate degree (preferred)
• Strong computer literacy skills
• Fluency in English

Duties & Responsibilities    

• Engage with prospect clients to understand their financial needs.
• Sell products that align with the clients’ financial requirements.
• Accurately record client information and sales details
• Achieve targets related to production, quality and conversion.
• Comply with legislative regulations and adhere to all compliance requirements.

Competencies    

• Verbally fluent
• Numerical reasoning ability
• Be able to plan and manage their time.
• Self-reliant
• Be resilient (drive, determination, risk tolerance, bounce back after setbacks)
• Manage relationships well.
• Demonstrate sales behaviors (deal with difficult clients, competitive, achieving, persistent).
• Be entrepreneurial (set ambitious, targets, self-reliant, financial prosperity in high-risk environment, autonomy)

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Role Purpose    

• The purpose of this role is to accurately process supplier invoices for payment on a timely basis and to interact directly and indirectly with other suppliers, divisions, and the Finance Service Desk for the operation of accounts payable for goods and services consumed by MMH.

Requirements    

• Minimum Qualification – Matric qualification, with accounting as a subject
• Preferred – Diploma in Accounting
• 1 to 3 years financial services industry experience
• Proficient use of MS Office packages especially MS Excel level 3
• Recognition of prior learning process may be considered for this role in conjunction with minimum qualifications

Duties & Responsibilities    

• Process payments for high-value invoices
• Identify process improvements to contain and reduce costs
• Ensure that payments processed are accurate to prevent financial loss to the group
• Process payments for randomly selected invoices
• Ensure bulk EDI payment invoices are accurate and complete on JDE
• Perform reconciliation of bulk EDI invoices to Supplier statements
• Process correcting expense journals relating to accounts payables for major suppliers
• Follow-up on all outstanding invoices on Supplier statements for major Suppliers
• Deliver on service level agreements made with internal and external stakeholders to ensure that client expectations are managed
• Resolve Accounts Payable queries on a timely basis
• Build and maintain good relationships with internal and external stakeholders
• Participate and contribute to a culture which builds rewarding relationships, facilitates feedback and provide exceptional client service
• Develop and maintain productive and collaborative working relationships with peers and stakeholders
• Develop own expertise in terms of professional, industry and legislation knowledge
• Contribute to continuous innovation through the development, sharing and implementation of new ideas
• Take ownership for driving own career development
• Provide input into the risk identification processes and communicate recommendations in the appropriate forum

Competencies    

• Detail oriented/great attention to detail
• Good written and verbal communication skill
• Ability to collect correct data for query resolution
• Collaboration with teams
• Drive for Results/outcomes
• Awareness of evolving industry
• Reconciliation skills
• Customer service oriented
• Accountable
• Compliance oriented

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Role Purpose    

• Develop and drive profitable sales through effective plans, targets and growth in support of the businesss strategic objectives, maintaining compliance with regulatory requirements.

Requirements    
Qualification and Experience

• 8-10 years’ experience in a sales environment 
• 5-8 years’ in relevant management experience
• FSCA recognized full Qualification
• FAIS Key Individual Regulatory Exam Level 1 passed
• FAIS Representative Regulatory Exam Level 5 passed
• FAIS Tier 1 & 2 financial products (Long term insurance products, Pension benefit products and Collective investment scheme products)
• Class of Business 3 and 7

Skills and Knowledge

• Influencing and negotiation
• Problem solving
• Planning and organising
• Analytical
• People management
• Knowledge of the sales cycle, processes and policies
• Knowledge of the insurance industry
• Relevant product knowledge
• Knowledge of relevant regulatory and legislative requirements

Other Requirements

• Driver’s license and own vehicle

Duties & Responsibilities    
INTERNAL PROCESS

• Develop the necessary sales strategy and tactics to close identified business, including all necessary sales activities, prospect calls, presentations and executive meetings.
• Set targets and take accountability for the overall achievement of performance objectives in the business area, by driving sales performance.
• Provide clear direction on the strategic plan and key focus areas to ensure targets are met Manage and drive the turnaround time in terms of targets to ensure a high sales performance.
• Manage the delivery of deviance reporting as and when requested, to provide recommendations and mitigating solutions to deviances that have occurred.
• Assist team members, as necessary, by interacting with clients in order to facilitate sales and/or client concerns/complaints.
• Manage allocated sales budget through effective co-ordination of sales activities and behaviours, key accounts and expense budget.
• Communicate processes, control requirements, risk management frameworks and regulatory requirements that impact the sales process.
• Coach team members on all the processes and controls and ensure understanding and commitment. Ensure team members complete all required compliance exams and attestations within specified timeframes.

CLIENT

• Provide authoritative, expertise and advice to clients and stakeholders.
• Build and maintain relationships with clients and internal and external stakeholders.
• Contribute to the process of negotiating objective and realistic service level agreements, monitor appropriateness and recommend adjustments.
• Define service practices which builds rewarding relationships, encourages innovation and allows others to provide exceptional client service.
• Deliver on service level agreements made with clients and internal and external stakeholders in order to ensure that client expectations are managed.
• Make recommendations to improve client service and fair treatment of clients within area of responsibility.
• Participate and contribute to a culture which builds rewarding relationships, facilitates feedback and provides exceptional client service.

PEOPLE

• Create a positive work climate and culture to energise employees, give meaning to work, minimise work disruption and maximise employee productivity.
• Demonstrate exemplary leadership behaviour, through personal involvement, commitment and dedication in support of organisational values.
• Select and recruit suitably qualified talent in line with Employment Equity principles and company values.
• Drive a culture that guides and directs best practice, fostering an environment of continuous learning, improvement and cohesiveness.
• Enable a learning and growth culture whereby information regarding successes, issues, trends and ideas are actively shared between team members.
• Execute effective workforce planning practices to ensure that staffing requirements are accurately forecasted.
• Identify employee growth and development needs and schedule interventions to enable ongoing development, training and personal growth.
• Effectively manage performance within the team in order to ensure business objectives are achieved.
• Encourage innovation, change agility and collaboration within the team.

FINANCE

• Implement and compile budgets to minimise expenditure in alignment with tactical delivery plans.
• Control the budget for area, including the authorisation of expenditures and implementation of financial regulations.
• Manage high risk and problematic financial issues in area of accountability and contribute to the development of policy.
• Plan and implement a cycle of medium-term improvements to drive pricing of services and products.
• Implement and manage financial risk methodologies, techniques and systems and use to monitor and report on financial activities.
• Implement and provide feedback on the effectiveness of financial policy, practice and procedures preventing illegal, unethical or improper conduct.
• Implement risk management, governance and compliance policies in own practice area, to identify and manage governance and risk exposure liability.
• Investigate reported wilful acts of non-compliance to organisation policy and practice and report on findings.

Competencies    

• Business Acumen
• Client/ Stakeholder Commitment
• Drive for Results
• Leads Change and Innovation
• Motivating and Inspiring Team
• Collaboration
• Impact and Influence
• Self-Awareness and Insight
• Diversity and Inclusiveness
• Growing Talent

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Role Purpose    

• Drive the implementation of client value proposition strategies and manage the operational implementation of client engagement solutions to support the delivery of excellent client experience and the achievement of business objectives in the Momentum Corporate.

Requirements    

• Relevant B Degree (or recognition of prior learning that equates to an NQF Level 7)
• CA (SA) qualification will be preferable
• 8 - 10 years' experience in a Financial Services industry
• Related experience in fund accounting and investment administration procedures 
• 5-7 years’ experience in the management of people
• Minimum 5 years’ experience in an end to end investment reporting function
• Technical knowledge of industry standards and practices as per ASISA,  Multi-manager unitisation, IFRS Investment disclosure and Asset based taxes 
• Working knowledge of different legislation applicable to investment assets of Long term insurers.

ATTRIBUTES

• Sense of urgency.
• Analytical thinking.
• Commercial thinking and business accumen.
• Presentation and facilitation skills.
• Influencing. 
• Planning and Organising. 
• Interpersonal Relationship.

Duties & Responsibilities    
INTERNAL PROCESSES

• Investment Asset Reporting solutions (process, people and system) compliant with Industry Best Practices and IFRS Disclosure for Momentum Corporate.
• Investment Asset Reporting solutions (process, people and system) compliant with SARB and FSB requirements for Momentum Corporate.
• Investment Asset Reporting solutions (process, people and system) compliant with new SAM and FSB Stress Testing requirements.
• Investments Asset Reporting process (process, people and system) compliant with MM JDE General Ledger requirements.
• Investment Asset Based Taxes (CGT, s24j, DWT)
• Life Pooled Fund administration in accordance with Client expectation, Industry Best Practice and TCF principles.
• Capital Gains Tax and section 24(j) in accordance with 8th Schedule of the Income Tax Act.
• Any bespoke reporting requirements of MMI Group pertaining to technical disclosures around investment assets.
• Operational daily processes with Maitland Investment Administrators.
• Ensure appropriate Service Level agreements and License contracts negotiated and reviewed for the following:
• Interlink Unitisation System from Microgen
• Stadium Reporting Tool from Digiata
• Outsourcing services from CulminIT
• CGT Express system from 
• FSB and SARB Reporting Tool from Moonfire
• Internal OLAs with all segments 
• Internal OLAs with Groupwide Functions
• External Asset Managers
• Provide strategic guidance and input to Industry wide matters via ASISA Technical valuation committees and ASISA Reporting Committee.
• Manage strategic initiatives with the aim of optimising existing processes,  alignment to industry standard, risk mitigating controls cost saving measures and  enabling Momentum Corporate strategic initiatives
• Ensure proper documented compliant processes and procedures including Technical guidance notes and policy documents. deliverables with external Auditors as well as any internal governance functions.

CLIENT SERVICES

• Continuously monitor turnaround times and quality standards and resolve issues speedily to enhance client service delivery.
• Drive client service delivery goal achievement in line with predefined standards in order to ensure that clients receive appropriate advice and after sales service.
• Manage client query processes and ensure that queries are tracked, accurately resolved and used as a mechanism to improve client service and business processes.
• Provide regular reports on delivery of services against agreed service level agreements and in terms of overall client targets.
• Provide authoritative, expertise and advice to clients and stakeholders.

PEOPLE 

• Create a positive work climate and culture.
• Demonstrate exemplary leadership behaviour, through personal involvement, commitment and dedication in support of organisational values.
• Create opportunities for growth and development, help employees expand their knowledge, skills and abilities for next roles and talent retention, Select and recruit suitably qualified talent in line with Employment Equity principles and MMI values.
• Advise on and support all people practices (e.g. Workforce Planning, Talent Acquisition and Management, Performance excellence, Reward and talent retention etc) to ensure continuous improvement and drive strategy execution.
• Enable a learning and growth culture whereby information regarding successes, issues, trends and ideas are actively shared between team members.
• Execute effective workforce planning practices to ensure that staffing requirements are accurately forecasted.
• Identify employee growth and development needs and schedule interventions to enable ongoing development, training and personal growth.
• Effectively manage performance within the team in order to ensure business objectives are achieved.
• Encourage innovation, change agility and collaboration within the team.
• Support the building of the team’s capability in order to ensure that the team is equipped to strategically partner with business and provide leading solutions.

FINANCE 

• Develop and monitor the regional budget.
• Implement sound financial controls and monitor and manage expenditure relative to budget.
• responsibility for the unlocking of operational efficiencies.
• Driving results and profitability.
• Manage high risk and problematic financial issues in area of accountability and contribute to the development of policy.
• Implement and provide feedback on the effectiveness of financial policy, practice and procedures : preventing illegal, unethical and improper conduct.
• Implement risk management, governance and compliance policies in own practice area.
• Manage governance and risk exposure liability.

Competencies    

• Business Acumen
• Client Commitment
• Drive for Results
• Leads Change and Innovation
• Collaboration
• Impact and Influence
• Self-awareness and Insight
• Diversity and Inclusiveness