The incumbent will play a critical role in building relationships with the relevant Corporate Brokerages as well as the SanlamConnect Business Managers who are involved with Corporate Brokerages. The collation and the integration of data and the generation of relevant reports will be an important focus of the role.
1. Strategic positioning of the business area for the future:
- Drive, report and ensure the profitability of these corporate relationship (income / expenses / models / new business / outflows).
2. Build Partnership and provide support:
Engagement with corporate business partners executives and business leaders to collate and share relevant information.
Ensure operational and contractual obligations with corporate entities are maintained, improved, and updated
Schedule regular meetings with all Corporate Brokerages’ management to provide monthly reports to Corporate Management and SanlamConnect- and Glacier Exco to indicate production figures and progress on strategy implementation.
To deliver client data to the respective Corporate Brokerages, with due consideration of legal implications.
3. Initiate, co-ordinate and implement marketing initiatives/campaigns as per strategy:
Gather necessary information (MIS, data mining) and support material, product information etc. from different Head Office functions to present to corporate management.
Management of leads to ensure that Leads conversion is a continued focus area.
Monitor and track the performance and progress of the campaigns.
Undertake regular communications to stakeholders on activities.
4. Collaborate with various stakeholders:
Represent SRA within the Sanlam Group regarding corporate brokerage initiatives.
Be the link / coordinator and “go to person” for strategic engagement and relationship management.
Ensure Sanlam as a group are relevant and well represented as a brand in the corporate brokerage market.
Work across functions with peers to ensure collaboration for shared goals.
Present SRA’s value proposition and strategy at corporate brokerage conferences (like PSG / SFP and Efficient).
5. Manage the financial discipline of the division as it relates to budgets, business targets, performance, and financial reporting:
Provide a consistent and regular reporting model of the corporate brokerage landscape within SRA.
Ensure all payments/authorisations are in adherence to the approval framework.
