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: [email protected]
Deadline: 22nd November, 2023.
For more of the latest jobs, please visit https://www.theugandanjobline.com or find us on our facebook page https://www.facebook.com/UgandanJobline