Relationship Manager - Affluent

Duties and Resposibilities

- Develop and implement the Affluent Segment Marketing Strategy. Plans initiatives that are effectively integrated into the company aims and objectives in liaison with the Head.
- Manage and execute the Affluent Segment marketing according to the agreed strategy including, product mix, product development, pricing and distribution.
- Perform needs analysis based on client information and recommended investment plans.
- Effectively source new business and provide a variety of financial solutions to Affluent Segments Clients taking advantage of the BIHL group synergies.
- Work closely with other departments and group companies to realize synergies for growth. 
- Communicating the expected outcomes throughout the distribution channel linkages.
- Reviewing all marketing plans marketing plans to ensure compliance in the application at all times.
- Monitor sales activity and evaluation progress providing sound sales and marketing advice.
- Research and report on external opportunities for the Affluent Division and other divisions in liaison with Business Development
- Ensure product and service needs of the local customer base result in exceptional profitability for the company.
- Create new business development opportunities for the Affluent segment
- Establish new ways to promote a new culture of high performance within the Sales and Distribution teams.
- Conduct training for distribution and staff on solution.
- Manage the brand integrity.
- Producing monthly sales reports.

Qualifications and Requirements


The ideal candidate must possess the following:

- Preferably a Business degree or similar relevant business training, plus membership of recognised professional insurance body such as ACII(Life), FCII(Life), AIISA(Life), ILPA, CLU or FCPA.
- COP is a prerequisite.

Background Experience:

- 4 years of work experience in sales or marketing within a life insurance environment, 2 years of which should be at supervisory level.
- Knowledge of life insurance products, systems, processes and procedures and markets is essential.
- Knowledge of Financial Planning, Wealth Management and drafting of Wills and Family Trust Deeds as well as experience in dealing with affluent customers will be an added advantage.
- Result-driven, a self-starter, team, worker, innovative, excellent communication skills, with the ability to communicate at all levels. 
- Ability to work under pressure.

Salary and Benefits

The company offers an attractive remuneration package with benefits in keeping with large Financial Organization.


Interested applicants should complete an Internal Transfer Form and return it together with detailed CV to

Human Resources Department
Botswana Life Insurance Limited
P Bag 00296

Or email with subject Relationship Manager - Affluent.

Source:Sunday Standard February 7 - 13 2016

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