97 Client Relationships jobs in Sandton

Overview

We are seeking a driven and experienced Account / Portfolio Manager to join our clients high-performing team in Alberton. This role is ideal for a candidate with a strong background in account management and solution selling within the ICT and Office Automation sectors. The successful applicant will manage and grow a client portfolio, identify and convert new business opportunities, and deliver exceptional service. You should be skilled in positioning turnkey products and services to both existing and prospective clients, while effectively managing the full sales cycle from prospecting to account growth.

Looking After Customer Portfolio

• Develop and maintain strong relationships with existing clients to ensure repeat business and satisfaction.
• Conduct regular account reviews to identify opportunities for upselling and service improvement.
• Respond promptly to customer queries and resolve service-related concerns.
• Monitor buying trends and proactively recommend relevant solutions.

New Business Development

• Identify and pursue new opportunities via cold calling, inbound leads, and client referrals.
• Understand client needs and position ICT and office automation solutions accordingly.
• Build and maintain a qualified sales pipeline.
• Achieve and exceed monthly and quarterly new business sales targets.

Sales Process Management

• Manage the full sales cycle, from lead generation and quotation to closing and post-sale follow-up.
• Prepare professional quotations, proposals, and supporting documents.
• Maintain accurate CRM records, including client interactions, deal progress, and feedback.
• Provide timely reports on pipeline status, deal closures, and sales performance.

Product Knowledge & Customer Engagement

• Maintain a strong understanding of Konica Minolta and other ICT / office automation solutions.
• Stay current with new product launches and industry developments.
• Confidently articulate product value in client-focused conversations.

Experience

• Minimum 2 years of internal sales or account management experience in ICT, telecoms, and office automation.
• Proven ability to manage a client portfolio and independently handle the full sales cycle.
• Strong skills in identifying opportunities, closing deals, and growing client accounts.
• Experience with solution-based selling and value proposition delivery.
• Excellent communication, negotiation, and presentation skills.
• Konica Minolta product knowledge highly advantageous.
• Proficiency in CRM systems and Microsoft Office.
• Proof of commissions earned in previous roles will be advantageous.

Personal Attributes

• Self-motivated and proactive with a strong sense of ownership.
• Commercially minded with a focus on providing tailored client solutions.
• Organized, detail-driven, and calm under pressure.
• Professional, goal-oriented, and effective in a fast-paced sales environment.

• Basic Salary
• Commission

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Santam is the market leader in the general insurance industry in Southern Africa. We are a large, diversified, expanding and transforming company and whilst based in South Africa, we are rapidly moving into a number of emerging markets, both in Africa and Asia. Our success is rooted in our passion for our clients and everything we do is centered on our delivery of Insurance Good and Proper. We’re about people. People drive our business so it follows that we want to recruit the best people possible whether they work for us permanently or for a short time as temporary employees.

The relationship manager will be responsible for promoting new and maintaining existing business by serving as a proactive relationship manager for assigned accounts. Coordinates marketing, sales and support services for assigned accounts to enhance existing relationships and develop new ones. The relationship manager should further ensure successful implementation and management of short-term initiatives. This job is focused on the retention and profitable growth of allocated broker portfolios through developing and management of strong relationships with intermediaries and internal business partners.

• Supporting Santam sales strategy & business plan in line with the region targets.
• Establish and manage strong relationships with brokers including business managers.
• Growth and profitability of allocated broker portfolio.
• Work with brokers in developing a business plan to grow business.
• Assist in identifying new potential brokers and opportunities for business growth.
• Awareness of competition and market information.
• Facilitate the sales process and ensure that brokers deal with correct channels.
• Facilitate conversion of quotes.
• Build relationships with internal stakeholders for ease of managing portfolio.
• Ensuring compliance of broker portfolios with respective internal governance controls.
• Monthly analysis of figures down to broker level.
• Report at Broker Services regional meetings.

• Matric Qualification.
• Insurance related qualification or business degree will be an advantage.
• FAIS Compliant (120 credits on NQF level 5).
• Regulatory exam compliance.
• At least 3 years personal lines and 5 years commercial experience in an operational environment involving responsibility of a large portfolio of broker business.
• 4 years experience in CPM - Outsourced Business.
• Good Operational experience with regard to commercial business on external platform.
• 5 years sales experience in the short-term insurance sector.
• 5 years’ experience in maintaining and growing a profitable portfolio of Commercial and personal insurance.

• Drives results.
• Deciding and initiating action.
• Leading and supervising.
• Client focus.
• Flexibility and adaptability.
• Cultivates innovation.
• Strategic decision making.
• Analytical thinking.
• Business acumen.
• Coaching and development.

• Knowledge of Policy Centre and Mainframe Commercial product.
• Knowledge and experience of Santam internal processes will be beneficial.
• Knowledge and experience of QlikView, Policy Centre and Mainframe.
• Knowledge and experience of the Santam / Sanlam synergies will be beneficial.
• Good communication skills (verbal and written).
• In-depth knowledge of financial analysis processes and statistics.
• Technical product knowledge of short-term insurance.
• Technical underwriting knowledge.
• Excellent inter-personal and problem-solving skills.

We’re all about building strong, lasting relationships with our employees. We know that you have hopes for your future – your career, your personal development and of achieving great things. We pride ourselves in helping our employees to realise their worth. Through its five business clusters – Sanlam Fintech, Sanlam Life and Savings, Sanlam Investment Group, Sanlam Allianz, Santam, as well as MiWay and the Group Office – the group provides many opportunities for growth and development.

At Santam we are committed to transformation and embracing diversity. This commitment is what drives us to achieve a diverse workplace with employment equity as a key goal to create an inclusive workforce, representative of the demographics of our society. In achieving our employment equity goals, we give preference to applicants from the designated groups in alignment with the Divisions Employment Equity targets.

OVERALL PURPOSE

The candidate will be responsible for managing the global and local multi asset investment portfolios of an existing book of high net worth clients. This requires in depth technical knowledge of onshore and offshore financial markets and products. The candidate will be expected to build and maintain strong relationships with both existing and potential global and local clients. The individual is required to contribute towards new business development, as well as identify opportunities and make referrals to other service lines across the Stonehage Fleming Group.

REPORTING RELATIONSHIPS AND LOCATION

The role reports to the Senior Client Relationship Manager in SA. This role will be based in Cape Town or Johannesburg depending on appointment.

WORKING RELATIONSHIPS

This role requires a strong working relationship with the Investment Management team in
Johannesburg, Cape Town and London. The role also requires strong relationships with Stonehage Fleming employees at all levels, across geographies. Externally the role requires regular interaction and close relationships with existing and potential clients, as well as business introducers.

PRINCIPAL ELEMENTS & ACCOUNTABILITIES

• Live the Stonehage Fleming Group and IMSA Team values
• Manage the investment portfolios of an existing book of clients
• Develop and maintain an in depth understanding of all clients’ portfolios, activity and needs
• New business development as part of agreed annual team objectives
• Regular communication with your client base to develop/foster strong working relationships
• Attend investment committee meetings, where you are expected to fully understand and contribute towards the defined investment strategy
• Conduct analysis and review of client affairs
• Coordinate the take-on of new clients and ensure all compliance requirements have been met
• Draft and oversee investment implementation plans to completion
• Adhere to the operating procedures of the business
• Ensure compliance with regulatory requirements in relevant target markets and jurisdictions
• Assist Head of Client Management/Investment Management to allow for the creation of new strategies and improved business development
• Actively participate in the overall investment process

SKILLS

• Strong general investment knowledge, i.e. economy, financial markets, asset classes and portfolio management with keen interest in investments
• Working knowledge of SA and offshore tax and compliance requirements
• Excellent communication and inter personal skills (written and verbal)

QUALIFICATIONS AND EXPERIENCE

• Degree in Finance, Investments or related - CFA Charterholder preferred
• Minimum 5+ years’ experience in a similar role within the investment industry
• Proven new business capability and strong private client management experience
• Experience in managing offshore and onshore multi-asset class portfolios
• FAIS registered representative

COMPETENCIES AND BEHAVIOURS

• Strong organizational skills: Schedules & manages workload effectively, thinks ahead, sets plans to achieve goals. Can work well under pressure and time constraints.
• Leadership, self-motivation, positive attitude: Ability to take leadership/ownership when required and to solve problems constructively and with a positive attitude.
• Teamwork: Supports & works towards team goals, shares information, is helpful & co‐operative, works effectively with people outside immediate team and within the wider group
• Communication skills: Communicates clearly and concisely, listens effectively, written
  communication is well presented. Ability to communicate technical concepts in understandable language.
• Client orientated: Understands and satisfies client needs at all times, takes full responsibility & accountability for all client matters including delegated tasks, is able to work with a sophisticated client base.
• Technical Knowledge: Demonstrates required technical investment knowledge and keeps technical knowledge up to date.
• Problem solving & Decision making: Considers the wider consequences of each decision, gathers and analyses information to find creative solutions. The skill of solving new and various problems will be critical.
• Research & analysis Skills: Displays analytical, objective & thorough approach to information gathering, considers & questions all scenarios & identifies the most important factors, presents analysis in a clear manner reaching logical conclusions.

As part of the Mergers & Acquisitions (“M&A”) team, this critical function is responsible for high-quality B2B account and business development activities, including research, identification, screening, and assessment of M&A opportunities in assigned vertical software markets. Every member of our team is integral to our success, and as the M&A Transaction Relationship Manager, you will have the opportunity to make a significant impact on our growth and future success. If you are passionate about M&A and are ready to contribute your skills and expertise to a dynamic, forward-thinking organization, we invite you to apply and join our team.

Building Acquisition Pipeline (Majority 80%)

• Build a robust pipeline of companies in the African region and globally for potential acquisitions by identifying and sourcing mid-market software businesses meeting the company’s acquisition criteria.
• Build long-term meaningful relationships with software business owners and operators (of all sizes) in the African region and globally and move them along the M&A process.
• Support the company’s goal of being recognized in the market as the acquiror of choice by:
• Creatively identifying vertical market software businesses meeting our strategic criteria.
• Articulating Adapt IT’s acquisition criteria and value proposition verbally and in writing.
• Ensuring that we are top of mind when companies go to market.
• Increasing the company’s M&A credibility by being customer-centric and solution-driven.
• Consistently generate a high volume of meaningful calls and interactions (i.e., phone/virtual meetings, conferences/tradeshows, and other in-person meetings) which results in the following outcomes:
• Creating lasting impressions with owners, professional managers, and corporate advisors, utilizing depth of business acumen to carry on engaging conversations over multiple years. Build trust and high-value relationships.
• Gathering quality information through thoughtful Q&A with prospect companies and completing business quality assessments of prospect companies.
• Nurture leads regularly and over long timelines, helping to progress prospective targets through the pipeline.
• Lead and monitor Events/Webinars/Roadshows.
• Leverage social media (LinkedIn etc.) and sales tools to generate new leads.
• Ability to generate new business opportunities at the highest level – identify, connect, and maintain contact with businesses regularly and develop communication opportunities throughout the year.
• Demonstrate creativity, persistence, and credibility when interacting with owners and C-Suite.
• Analyze, qualify, screen, and assess acquisition targets through meaningful conversations and research, screening prospects in accordance with the company’s M&A criteria.
• Work closely with the Corporate Development Executive to identify high probability prospects looking to further explore the M&A process.
• Track activity and maintain clear records in CRM and report regularly on KPIs (in addition to maintaining accurate records of calls, meetings, transaction materials, etc.).

Management and Coordination of M&A Activities (Minority 20%):

• Map out relevant tech advisors, lawyers, accountants, etc. from international to regional firms.
• Perform industry and trend research, market analysis, and market sizing to execute our M&A strategy.
• Arrange roadshows, identifying and attending relevant conferences and tradeshows to generate leads and build relationships with prospects locally.
• Respond to ad-hoc requests in a high-pressure and time-sensitive environment (example: conduct research to identify and map out potentially attractive markets and software companies to acquire).
• Leverage digital marketing campaigns to generate leads and prospect engagement (Launch & Monitor Marketing Campaigns for Events/Webinars/Roadshows).
• Perform any other reasonable duties as required.

Minimum Qualification and Experience Requirements:

• Matric/Grade 12 or Equivalent.
• Relevant Bachelor's Degree will be an added advantage.
• Minimum 8 years’ experience in an account executive or transaction management role at an investment bank, corporate finance team or equivalent experience in a lead generation, deal sourcing/origination role in the software or technology sectors.
• Experience in an M&A, VC, PE, corporate finance, or investment banking environment is an asset.

Desired Skills and Qualities:

• Exceptional verbal and written communication skills: ability to connect and build rapport remotely with stakeholders at the highest level in a confident, thoughtful, and insightful manner.
• Teamwork: we work independently but win as a team and lose as a team.
• Results-oriented and excels in a KPI-driven environment: self-motivated, thrives in a dynamic, fast-paced, data-driven, and KPI-focused environment.
• Excellent organizational skills with attention to detail: advanced time management, strategic thinking, and analytical skills.
• Strong research, organizational, and presentation skills: ability to present confidently and professionally.
• Proficient with various sales software and tools: including but not limited to Microsoft suite (Word, Excel, PowerPoint, Teams, and Outlook), Salesforce CRM, and similar sales tools.
• Basic business/financial literacy: understanding of concepts such as revenue generation, business and pricing models, profitability, and enterprise valuation.
• Professional fluency in English: other languages an asset.

Why choose Logicalis? It’s not just IT solutions, It’s IT global know-how! Logicalis is an international multi-skilled solution provider providing digital enablement services to help customers harness digital technology and innovative services to deliver powerful business outcomes.Our customers span industries and geographical regions; and our focus is to engage in the dynamics of our customers’ vertical markets; including financial services, TMT (telecommunications, media and technology), education, healthcare, retail, government, manufacturing and professional services, and apply the skills of our 4, employees in modernising key digital pillars; data centre and cloud services, security and network infrastructure, workspace communications and collaboration, data and information strategies, and IT operation modernisation. We are the advocates for our customers for some of the world’s leading technology companies including Cisco, HPE, IBM, CA Technologies, NetApp, Microsoft, Oracle, VMware and ServiceNow

Logicalis employees are innovative, smart, entrepreneurial and customer centric, with a shared ambition of making Logicalis the worlds leading IT Solutions provider!

We offer speedy decision-making, opportunities for personal development, and a supportive, inclusive environment that celebrates our diversity.

Join us and become a part of something epic!

ROLE PURPOSE

The Business Relationship Manager (BRM) is focused on existing customers by protecting and retaining existing revenue but also to develop new and supplementary revenue streams. They work with the customer’s IT department to understand business & IT needs and offer solutions that drive business outcomes.

• The BRM is focused on nurturing strong relationships with existing customers but needs to have the ability to identify and bring to fruition net new business opportunities as well.

Customer attrition & brand loyalty is key for the BRM role and the individual needs to have strong relationship-building skills whilst identifying potential upsell and cross-sell opportunities.

The overall sales target for this role will be divided between net new growth of 30% and 70% on retaining and expansion of existing business.

ROLE RESPONSIBILITIES :

• Develop a sales growth strategy focused both on financial gain and customer satisfaction
• Conduct research to identify customer needs and determine potential business opportunities.
• Arrange frequent business meetings with clients.
• Promote the company’s products / services addressing or predicting clients’ objectives
• Keep records of sales and revenues
• Build positive, long-term relationships with new and existing customers
• Own and drive your upsell & cross-sell strategy to achieve the sales target.
• Have a plan to achieve net new business.

DELIVERY RESPONSIBILITIES :

• Be the first point of contact for new potential & existing clients when they are seeking information on products or services
• Respond to RFPs and opportunities with the support of the Bid Office & Solution teams
• Developing sales in new territories where customers have not engaged with the company previously.
• Work closely with Practices to identify new business opportunities; close new business deals and expand existing business opportunities Work directly with customers to help close deals when required
• Upkeep accurate data in the CRM system
• Ensuring that customer contracts are managed in a timely manner
• Align with internal Practices on opportunities

KEY PERFORMANCE INDICATORS :

• Successfully close business with existing customers as well as new logo customers
• Harness existing relationships and grow business with existing customers
• Achieving quarterly targets
• Teamwork with internal Practices to align on solution and vendor engagement
• Solutions training

PERSON REQUIREMENTS :

• Business acumen
• Organisational skills.
• Interpersonal skills.
• Problem-solving skills.
• Analytical skills.
• Time management and planning skills.
• Positive, energetic individual
• Learning mindset - be willing to keep up to date with the latest trends and developments in the IT market.

EXPERIENCE :

• Proven working experience as a business relationship manager, sales executive or a relevant role
• Comes with a strong existing network of C-level individuals in the Corporate / Enterprise space.
• A high-level understanding of IT and understanding of how businesses can benefit from various solutions
• Experience in customer support is a plus
• Proficiency in MS Office, Excel and CRM software (e.g. Salesforce)
• Proficiency in English
• Market knowledge

QUALIFICATIONS :

• BSc / BA in business administration, sales or a relevant field is a plus

ADDITIONAL SKILLS / ATTRIBUTES :

Team player

Disclaimer : Strictly fair and non-discriminatory selection procedures will be followed. We use Employment Equity (EE) and Affirmative Action (AA) measures in an endeavor to redress the disadvantages in employment experienced by designated groups. Where possible, preference will be given to candidates from the designated groups as defined in the Employment Equity Act and in line with Logicalis SA’s Employment Equity plans

Overview

It’s not just IT solutions, It’s IT global know-how! Logicalis is an international multi-skilled solution provider providing digital enablement services to help customers harness digital technology and innovative services to deliver powerful business outcomes.

Our customers span industries and geographical regions; and our focus is to engage in the dynamics of our customers’ vertical markets; including financial services, TMT (telecommunications, media and technology), education, healthcare, retail, government, manufacturing and professional services, and apply the skills of our 4,500 employees in modernising key digital pillars; data centre and cloud services, security and network infrastructure, workspace communications and collaboration, data and information strategies, and IT operation modernisation. We are the advocates for our customers for some of the world’s leading technology companies including Cisco, HPE, IBM, CA Technologies, NetApp, Microsoft, Oracle, VMware and ServiceNow.

Logicalis employees are innovative, smart, entrepreneurial and customer centric, with a shared ambition of making Logicalis the worlds leading IT Solutions provider! We offer speedy decision-making, opportunities for personal development, and a supportive, inclusive environment that celebrates our diversity. Join us and become a part of something epic!

ROLE PURPOSE

The Business Relationship Manager (BRM) is focused on existing customers by protecting and retaining existing revenue but also to develop new and supplementary revenue streams. They work with the customer’s IT department to understand business & IT needs and offer solutions that drive business outcomes.

Stay safe online. Now more than ever it’s important to be cybersafe. See Santam’s tips to help you stay safe online. Learn more.

A position has become available within Santam Marine for a Relationship Manager , and it will be based in the Johannesburg area.

The candidate will understand premium and profit objectives through brokers by building relationships that will ensure growth and retention through creative and attentive marketing, underwriting and risk management strategies.

• Manage allocated portfolio growth, retention, profitability and any other business relevant factors and agree growth plan.
• Work within a cluster and indirectly lead a team comprising of Service Consultants and Underwriters to deliver a service to the allocated portfolio of brokers.
• Reporting on performance against agreed targets.
• Identify and develop sales opportunities.
• Ensure a consistent and detailed understanding of the sales targets, goals, performance levels, products, business rules and conditions.
• Ensure a consistent detailed understanding amongst brokers of their growth targets, goals, performance levels and available products.
• Establishing strategies to further grow the portfolio and contribute ideas, leadership and innovation.
• Utilise technology to manage data and the performance of the portfolio under management.
• Prospecting for new brokers as well as business development opportunities.
• Engaging with Underwriting, Claims and Finance teams.
• Ensure alignment of quality standards.
• Ensure alignment of business processes.
• Ensure brokers operate within agreed mandates.
• Comply with corporate governance policies, procedures and standards.
• Serve as the primary contact point for broker staff to build and maximise the broker relationship.
• Effectively drive and deliver on business model to ensure performance targets are achieved in line with strategy.
• Ensure continuous strategic and business alignment between brokers and business.
• Display a deeper understanding of and ability to market effectively all Marine products.
• Identify and drive opportunities to improve and enhance product and service offerings.
• Keep abreast of market conditions and trends and relevant industry regulations.
• Prepares and maintains a market analysis, including competitor information in order to provide input on distribution, product, price and promotion strategies.
• Effective participation in any relevant industry related functions and forums and participate in continuing education and other learning opportunities.
• Ensuring credibility with brokers by maintaining detailed knowledge of current market conditions and competitors’ products.
• Resolve customer and broker complaints and queries.
• Collaborate and work with support units to deliver required service levels.
• Co-ordinates and delivers new and on-going training on products, processes and systems.
• Work within a Portfolio cluster and provide technical leadership and direction for the underwriting (technical, pricing, structure, complex processing) on all matters as they relate to ownership of your assigned portfolio.
• Participate in retention strategy.

• FAIS accreditation required.
• RE 5.
• Minimum 10 years’ Marine Insurance experience.
• Commercial Lines, particular to Marine Insurance.
• Experience in being on the road, dealing with and visiting brokers.
• A thorough understanding of all marine insurance products.
• Leadership experience is essential.

• Ability to understand client base related requirements and to conceptualise and develop relative support.
• Good understanding of value chain in order to implement cost savings and maximise profitability.
• Working knowledge of financial management – accounting - information systems and marketing.
• Strong business orientation with commercial and financial skills.
• Computer literate in data manipulation - i.e. Excel as well as technology in general.
• Strong networking and relationship building skills.
• Decision making abilities.
• Technical claims and underwriting skills.
• Strong knowledge of Reinsurance.

• Deciding & Initiating action.
• Working with people.
• Relating & Networking.
• Presenting & Communicating Information.
• Learning & Researching.
• Delivering results & Meeting Customer Expectations.
• Coping with Pressures & Setbacks.
• Achieving Personal Work Goals & Objectives.
• Analysing.
• Writing and reporting.

Santam is the market leader in the general insurance industry in Southern Africa. We are a large, diversified, expanding and transforming company and whilst based in South Africa, we are rapidly moving into a number of emerging markets, both in Africa and Asia.

Our success is rooted in our passion for our clients and everything we do is centered on our delivery of insurance good and proper. We're about people. People drive our business so it follows that we want to recruit the best people possible whether they work for us permanently or for a short time as temporary employees.

At Santam we are committed to transformation and embracing diversity. This commitment is what drives us to achieve a diverse workplace with employment equity as a key goal to create an inclusive workforce, representative of the demographics of our society. In achieving our employment equity goals we give preference to applicants from the designated groups in alignment with the divisions Employment Equity targets.

Job category: Transport, Logistics and Freight

Location: Johannesburg

Contract: Permanent

Remuneration: Market Related

EE position: No

City Logistics understands supply chains and the importance of adding maximum value, as well as providing cost-effective solutions and the highest service levels. Our extensive network throughout Southern Africa has been developed over 30 years, offering an exclusive supply chain solution, specializing in client and fleet requirements. This typically consists of a dedicated pool of vehicles and staff customized to the client’s operational needs, enabling the client to share the benefits of our procurement, maintenance and risk management capacity. We are passionate about what we do, passionate about Retail and service excellence. Let us be part of your solution.

We currently have an opportunity for a Customer Relationship Manager to join our dynamic team, Fastway Couriers.

To create, build and maintain successful relationships with existing customers in order to ensure that service level agreements (SLA’s) are adhered to, that customers receive the highest quality service and that customers are retained. The role involves resolving customers’ queries timeously and with accuracy and completeness, and also assists with invoicing queries and outstanding payments, thereby supporting the short and medium-term profitability of Fastway.

• Customer Management
• Contracts Management
• Administration and Reporting

• Diploma (NQF level 6) in Customer Care / Customer Services / Administration / Sales
• Excellent elocution in English and presentation capabilities
• MS Office (Excel, Word, PowerPoint, Outlook)
• Minimum 3 years’ experience in a client care / client management environment
• Available to be called out at any hour of the day or night to assist with situations
• Previous experience with Contract Management, Customer Care, Customer Relationship Management, Financial Management and Policies and Procedures
• Valid driver’s license with own reliable motor vehicle
• Respect and Care: Always show respect, care for and treat everyone fairly, put people first
• Integrity and Loyalty: Display loyalty, display integrity, do the right thing always!
• Can Do: Must have a can-do attitude, believe in yourself, and live out our values always.
• Continuous Improvement: Must be dedicated to continuous improvement, be innovative and constantly learning to keep ahead.