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Job Title:  Client Relationship Officer (Fresher Jobs)

Organisation: Octagon Africa Financial Services

Duty Station:  Kampala, Uganda

About US:

Octagon Africa Financial Services is an award winning leading regional financial services company with significant industry consolidation within the non-profit, public and private sector in 4 strategic divisions namely Pensions Management, Insurance Brokerage, Training and Actuarial Services.

Key Duties and Responsibilities:

Strategy

• Implementation of the Umbrella growth strategy through segmentation and management of key company clients
• Identify high value proposition targets and deliver bundled employee benefit solutions
• Ability to upsell and cross- sell other solutions to company Clients.
• Organize and manage pre-retirement seminars based on the company annual workplan
• Work closely with the strategic business units for marketing and product distribution
• Build awareness and mine value for cross sell opportunities
• Source new business in line with the company business plan and growth strategy
• Deliver outsourced or in-house retirement & financial management solutions as needed

Consulting

• Manage business opportunities arising related company group solutions
• Manage and strengthen relationships within identified Corporate & Institutional accounts
• Provide financial planning advice and solutions to company clients
• Identify a client’s investment needs, risk tolerance and profile, other investments (and other assets), personal circumstances, income requirements, investment time horizon and advise accordingly
• Educate the clients with regards to basic investment principles, i.e. risk versus return, market sentiment, market trends, performance (offshore and local), benchmarks etc
• Conduct annual client training including member sessions & annual and special AGM
• Adequately respond to capacity gaps among management committee members for upskilling
• Resolve client concerns, queries and/or complaints with timely update of legislative changes
• Actively represent the organization in Industry thought leadership engagements

Business Development

• Achieve individual revenue targets from existing and new company clients
• Implementation of Key Performance Indicators Review to ensure the departments meets its targets, taking remedial action where necessary.
• Support and contribute towards attainment of departmental goals through annual workplans and financial forecasts for assigned portfolio in line with organization’s strategic objectives
• Financial management through invoicing, facilitating collection of income and cost management in line with internal policy for assigned portfolio.
• Provide support and collaboration to identify in new business and cross selling initiatives across the group as shall be assigned by your team leader.
• Identify opportunities and provide support on implementation of new products, information and/or regulations to ensure that the Department/organization is in tune with current developments and best practices.

Budget and Financial Management

• Support the determination of income forecasts in line with company goals and objectives
• Support and contribute towards attaining departmental budgets.
• Review and monitor the individuals’ monthly revenues in order to ensure the division meets its targets, taking remedial action where necessary
• Monitor invoicing and overseeing collection of business income
• Managing P & L for all role related projects

Qualifications, Skills and Experience:

• The applicant must hold a business-related degree and Professional Qualification in a business, finance or investment related field will be an added advantage
• Ability to sell corporate and individual solutions
• Good understanding of the financial services industry including retirement benefits Act and regulations
• Good understanding of company’s product offering
• Good understanding of general investment guidelines and concepts.
• Good understanding of tax implications of various investment vehicles
• Working understanding of features and appropriateness of various alternate solutions
• Proactive and uses initiative
• Able to work independently but also as part of a team with timely quality production
• Good interpersonal skills – with managing relationships of various stakeholders
• Creative thinker with good Problem solving skills
• Excellent verbal, written skills and confident with good presentation skills
• Organized with effective time management skills
• Good listening and interpersonal skills

How to Apply:

All candidates should send their updated CVs and cover letters via Email to: careersug@octagonafrica.com

Deadline: 22nd November, 2023.

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