Team lead, FI Partners (Relationship Officer) at AXA Mansard

Role Qualification:

Academic/Professional:

• Bachelor’s degree in any field from a reputable tertiary institution.
• Project Management certifications will be an added advantage.

Work Experience: A minimum 4 years experience in FI Partners Team.

Key Responsibilities:

• Manage the relationship with designed existing partners and maximise cross selling opportunities with them.
• Coordinate and maintain the relationship with relationship from partners banks.
• Monitor and supervise the flow of transactions from all our business channels notwithstanding those assigned to/signed up by you.
• Do a yearly analysis of Partners portfolio to ensure profitability and where a Partner needs to be advice this is done.
• Any other assignment given by the Head, FI Partner, or the Group Head RSLI and FI Partner Group.
• Oversee the activities of the teams Partners and see how we can come in to support where needed.
• Actively seek new business opportunities and client accounts, do presentations to defend and convert business by doing a portfolio review of all accounts.
• Create new Partnership opportunities for the team to grow numbers of Partners.
• Be swift to address failing channels and address necessary actions for such Partners and successful Partners must also be identified and properly managed.
• Preparation of SLA/PRR for all existing Partners at renewal.

Required Skills and Competencies

• Relationship Management skills
• Adequate industry knowledge
• Deep understanding of financial products, services and markets trends.
• Ability to work well with people of all levels within and outside the organization.
• Good Negotiating and Partners management skills.
• Good problem-solving skills and data analytics.
• High degree of professionalism and good business etiquette