Purpose:

A leading financial services company is seeking a high performance and results driven Account Manager who is experienced in retaining and up-selling existing accounts in a high-volume sales environment. With a portfolio of over 200 clients, who will be responsible for maintaining relationships with existing clients and continuing to advance their ambition through servicing their ongoing funding requirements

Key Job Outputs:

• Consistently achieving monthly, quarterly, and annual growth, funded, revenue and other relevant performance targets
• Managing your own set portfolio of clients, ensuring that they know you by name as their account manager, you are to touch base with all clients in your portfolio regularly
• Prospecting your portfolio and creating and managing retentions sales pipeline tightly to meet and exceed sales targets
• Enhancing relationships with current and prospective clients by leveraging the credibility gained through knowledge and performance of the client’s business environment and requirements
• Identify, address, and resolve concerns / queries within the business turn-around time frames required
• Gather documentation, package applications, submit and negotiate with the credit department on behalf of your clients
• Maintaining high customer satisfaction ratings
• Able to drive volume personally and through the team with tenacity in a tough economic climate with business owners/doctors who are busy and have options
• Prepare regular reports of progress and forecasts to management
• Working cohesively with a cross-functional team
• Influence stakeholders, processes, and Salesforce build to deliver on Retentions objectives

Core Competencies:

• Extensive knowledge of sales principles and processes
• Strong sales and closing skills
• Process and data quality management
• Proficient in MS office and any CRM software (Salesforce would be highly advantageous)
• Ability to build and maintain strong, long-lasting relationships with clients
• Excellent verbal/written communication, interpersonal and negotiation skills

Qualifications:

• Minimum qualification: Diploma or similar relevant qualification (NQF6)

Experience:

• Proven track record of successfully retaining and upselling to existing accounts
• Experience in working with a high volume of clients via email, digitally and telephonically

Salary: Market related

Should you not hear from us within 2 weeks, kindly consider your application as unsuccessful.

All personal information received will be processed in accordance with The Protection of Personal Information Act No. 4 OF 2013