Account Manager- Finance

SUMMARY:
Leading Digital Services company is currently in search of an Account Manager to retain and grow current accounts; and acquiring new business. Additionally, you will be responsible 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.
 
To perform this job successfully, an individual must be able to perform each essential duty satisfactorily.

POSITION INFO:
KEY RESPONSIBILITIES

• Provides purpose fit solutions through an in-depth understanding of specific client needs relating to the services that the company provides. 
• Engages with clients on a regular basis to maintain sound relationships.
• Acts as primary contact between clients and the company
• 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.
• Reports 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.

MINIMUM 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

 

NB! This job is now closed. You can apply for other jobs by uploading your CV.

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