Job Purpose:

The job holder will be responsible for the acquisition, growth, and retention of Pension and institutional business.

Key responsibilities:

• Drive acquisition of pension and institutional business to achieve business targets.
• Collaborate with the portfolio management team to maintain good relationships with clients and retain clients.
• Drive in the organization of events for pension and institutional clients.
• Contribute towards the development of new products.
• Respond to RFPs and prepare tenders for submission.
• Prepare customized proposals for clients.
• Contribute towards the formulation of strategy on pension fund sales and revenue growth.
• Prepare and present to clients for business acquisition and retention.
• Train various stakeholders including clients and potential clients.
• Prospecting and pipeline development for new client acquisitions.
• Sales and acquisition of other institutional mandates like endowments and long-term.

Knowledge, experience, and qualifications required:

• Bachelor’s degree.
• Professional qualification in related studies.
• 7- 10 years experience in insurance, pension administration, and pension fund management; 3-4 of which should
  be in a managerial capacity.
• Experience in Sales and Relationship Management.
• Significant experience in stakeholder management and working with various teams to ensure segment
  strategies are achieved.

Leadership category responsibility framework (Core Competencies)
Change Leaders in Britam need to:

• Strategically lead a function to service customers from a sustainable and growing customer base whilst increasing profit.
• Continuously configure and adapt the functional area to most effectively suit the future view of the business. Introduce new concepts so that they are adopted appropriately at the right time (manage the rate of change).
• Be in touch with the changing industry, customer needs, and international best practices.
• Improve the efficiency of the function by appropriately challenging managers about operational and tactical issues.
• Ensure the function has the most appropriate people capability through effective inspirational leadership, people development, and optimized succession planning.
• Ensure clarity of expectations for individuals in the function and other stakeholders across the group.
• Facilitate functional integration.
• Ensure the development and establishment of appropriate behavior and values (culture) within the function that aligns with the strategic direction and values of the business.
• Coordinate between functions and divisions to ensure optimization of the value chain and resources.
• Ensure alignment of strategy, objectives, and deliverables within the function.
• Develop innovative partnerships and distribution channels to increase Britam’s market penetration.
• Ensure a seamless experience for clients.
• Appropriately allocate funds and capital to maximize shareholder value.
• Adequately manage operational risk.
• Increase operational efficiency.
• Provide access to accurate and consistent information and services across all channels.
• Improve quality and speed of decision-making across the business.