Introduction
Momentum, a financial services provider of choice since 1966, known for its entrepreneurial spirit and innovative culture is committed to wealth creation and preservation, insurance, and income protection for all our clients. We do this through our understanding of the retail insurance, savings, and investment markets in SA.
Role Purpose
The Key Account intern supports the Key Account team by maintaining client relationships, analysing data, and assisting with presentations and reports. The intern will help coordinate projects, address queries, and manage the various plans within the team.
In this role, the candidate will:
Develop expertise in terms of professional, industry and legislation knowledge.
Develop an understanding and knowledge of IFA practice (Practice Insights).
Gain experience working with adviser networks and understanding of the management and functioning of corporate clients.
Gain experience in Key Account management.
Become familiar with investment and insurance products and solutions as well as advice across various product lines. (Generalist –; Risk, Savings & Investments and Short-Term Specialist support –; Health & Employee Benefits)
Take ownership for their own driving career development.
Requirements
Experience and Qualifications:
Completed a degree in Finance, Business Management, Marketing, Project Management or a related field.
Proficiency in MS Office suite including excel etc.
Previous internships or part-time roles in finance, sales, or marketing are advantageous.
Duties & Responsibilities
Responsibilities and Work Outputs
Analysis of data requests from Key Accounts, understanding of data products and developments in data provision from Product Houses, coordination of delivery of data in secure and efficient format.
Analysis of data integration requests from Key Accounts, understanding of prioritization of integration development work and contribute to the preparation of business cases for integration.
Direct coordinate and oversee implementation of operational changes from Key Accounts.
Analyze and investigate queries from Key Accounts or internally, and coordinate with Product Houses and oversee resolution.
Assist with data analysis using key account reports and create Key Account engagement packs for meetings.
Support Key Account Managers in implementing action plans per key account, collating metrics, and reporting on key deliverables.
Assist with managing profiles per Key Account for communication with internal stakeholders.
Assist Key Account Managers with coordinating and managing engagements with regional teams across the country.
Support key account new adviser onboarding ensuring process efficiency and great adviser experience.
Make recommendations to improve client service and fair treatment of clients within area of responsibility.
Support the team in delivering on service level agreements made with clients and internal and external stakeholders and ensure that client expectations are managed.
Competencies
Working with people: Demonstrating interest in others, working effectively in teams, building team spirit and showing care and consideration for individuals.
Adhering to principles & values: Upholding ethics and values, acting with integrity and promoting equal opportunities.
Relating and Networking: Establishing effective relationships with customers and staff, networking effectively within and outside of the organisation and relating well to individuals at all levels.
Persuading and Influencing: Making a strong impression on others, gaining agreement and commitment through persuasion and negotiation and managing conflict.
Applying Expertise and Technology: Applying specialist technical expertise, developing job knowledge and expertise and sharing knowledge with others.
Analysing: Analysing data of a verbal and numerical nature and other sources of information, breaking information down into components, probing for further information and generating workable solutions to problems.
Learning and Researching: Learning new tasks quickly, remembering information and gathering data for effective decision-making.
Formulating strategies and concepts: Working strategically to attain organisational goals, developing strategies and taking account of a wide range of issues that impact the organisation.
Plan and organizing: Setting clear objectives, planning activities well in advance and managing time effectively.
Delivering results and meet customer expectations: Focusing on customer needs and satisfaction, setting high standards for quality and quantity and consistently achieving set goals.
Adapting and responding to change: Adapting to changing circumstances, embracing change, being open to new ideas and dealing effectively with ambiguity.
Coping with pressure and setbacks: Working productively in a stressful environment, controlling emotions in difficult situations and handling criticism effectively.
Achieving personal work goals and objectives: Accepting and tackling demanding goals, working longer hours when necessary and identifying opportunities for progressing to more challenging roles.
Entrepreneur and Commercial thinking: Keeping up to date with competitor information and market trends, identifying business opportunities and demonstrating financial awareness.
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