Corporate Sales Account Manager Financial Services

SUMMARY:
Corporate Sales Account Manager Financial Services

POSITION INFO:

The primary responsibility of the Account Manager: Financial Services is to retain and grow current accounts; and acquiring new business in their assigned business sector(s). To market and sell all the company products and services, viz. box storage, flat stock, and digital services which include software and image processing to new and cross sell and upsell to existing clients in order to achieve agreed sales and service targets. To maintain excellent customer relationships through effective service delivery; to assist with daily tasks with the objective of retaining and growing the defined portfolios.

To actively resolve all client queries that have been escalated within a reasonable timeframe.

KEY RESPONSIBILITIES

• Provides purpose fit solutions through an in-depth understanding of specific client needs relating to the services the company provides.
• Engages with clients on a regular basis to maintain sound relationships.
• Acts as primary contact between clients and the company for purposes of:
  • negotiating prices within the parameters of the Authority Framework
  • providing customised solutions
  • problem/issue resolution
• Stays abreast of and informs the General Manager/ Sector Lead of changing market and competitor trends.
• Maintains a current and updated database on all clients in own portfolio.
• Keeps informed of legislative requirements pertaining to document & records management.
• Ensures effective classification of client information to ensure fast and accurate retrieval.
• Ensures effective management of documentation and records as defined within the customer’s document retention strategy by informing customers of past due dates.
• Compiles and reports on boxes past due on a quarterly basis.
• Develop Account Plans as agreed with General Manager/ Sector Lead for the allocated Portfolio in order to leverage new opportunities and ensure customer retention.
• Report sales and service statistics to the General Manager/ Sector Lead on a weekly basis.
• Ensures that the service offering provided satisfies customers’ needs and identifies leads across their allocated Sector Lead within their Portfolios.
• Resolve all enquiries or queries escalated to you within a reasonable timeframe and communicates concerns relating to service delivery to Operations and to respective support and management personnel. Ensures remediation thereof.
• Ensure that your portfolio is sufficiently serviced to ensure customer satisfaction.
• Ensure that clients’ portfolios data integrity is accurately maintained.
• Assists with preparing and presenting business proposals to both existing and new potential customers
• Maintains close relationships with the Sector Head in order to capitalise on opportunities identified.
• Ensures effective management of documentation and records as defined within the customer’s document retention strategy by informing customers of past due dates.  
• Deals with, resolves and reports on issues, concerns and complaints as relates to your portfolio or allocated clients.

 QUALIFICATIONS, EXPERIENCE and KNOWLEDGE: 

 3 year Degree/Diploma/Higher Diploma in Sales/Marketing/Commerce

• At least 3 years’ experience in a sales/business development role preferably in Information Services/ Banking/ Insurance with Information Technology background or similar environment
• Postgraduate qualification is business administration or commerce will be highly advantageous
• Account management experience in document management, archival, financial services related or similar industry sales will be preferable
• Must have business to business (B2B) experience
• Must have excellent track record in delivering high level sales presentations
• Must have excellent track record in meeting and exceeding monthly, quarterly and annual sales targets
• Must have excellent communication and interpersonal skills.
• Must have a flair and drive for sales
• Must hardworking and solutions driven
• Must be a team player
• Must have business acumen and be able to communicate with senior to top management levels
• Must be prepared to travel between sites/clients
• Must be highly computer literate
• Demonstrate excellent organisational skills
• Must have experience in tender document preparation
• Must have own vehicle and valid driver’s licence

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