Fresh Jobs at Stanbic IBTC

Job Description

The role involves bringing bespoke services to our Private Clients across our various regional offices in our quest to earn their loyalty as High Net worth individuals and VIPs of the Brand. The PCS officer is also expected to spot/identify opportunities and generate new business(s) for the group at large.

Work closely with regional Coordinator who will be responsible for ensuring that all regulatory visitors to the region are well attended to and acting as the company’s representative where a single individual is required to act on behalf of the region as a whole.

Work closely with the RSMs, RCSMs, Compliance and Admin Officers within the region

Key Responsibilities

Draw up customer plan detailing the clients’ personal interests including immediate family.

• Build strong relationships with new, existing and potential PCS client base by being proactive and understanding "what keeps clients awake at night.
• Ensure understanding of client’s other requirements outside of Pension and connect inherent opportunity to a Product-House within the group.
• Collation of all information on these clients e.g. DOB of all nuclear family members, wedding anniversary, preferred leisure activities, hometown, religion, etc. all other information that are considered relevant.
• Deliver exceptional levels of service to clients – high performance service culture
• Ownership of clients issues and keeping clients informed
• Treating clients with respect and empathy
• Attend to all client requirements in a timely manner.
• Build a strong internal and external network of contacts to assist in providing client service

Achieve minimum of 10 scheduled visits per week; mine existing relationships and collaborate effectively

• Carry out physical visits to new and existing PCS clients within the region at least once a quarter.
• Carry out functions as a wealth advisor, looking for opportunities within the group.
• Ensure adherence to all group standards / policies
• Prepare call memos within 48 Hours of client visits highlighting the salient discussions held and decisions reached. This must also include an action plan detailing the next steps to be taken.
• In the event that clients are unavailable for a physical visit, place and log telephone call interactions.
• Ensure priority treatment on processing of Benefit application and payment
• Benefit application and payment
• Ensure that procedures laid down in the Group reference Guide are adhered to and, where flexibility needs to be exercised, that the necessary dispensation is held
• Ensures proper record keeping.
• Ensure direct calls and visits by a member of SIPML Exco annually to clients with a yet-tobe-determined AUM.

Maintain a weekly report of all client engagement and account activities

• Ensure daily activities are captured and forwarded weekly for onward collation
• Weekly check of RSA and RSA retiree Fund to unearth clients as they fall within the HNI/VIP metric.

Provide High quality Client engagement (Personal, Seminars & Networking events)

• Build strong relationships with existing client base by engaging in activities that are important to client.
• Ensure that clients are kept abreast of the happenings in the Macro and Global Economies to enable them make informed investment decisions.

Periodic client review and appreciation

• Organization of special events for PCS clients in the region

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Job Description

The Regional Manager is responsible in providing tailored consultative solutions for all Pension and Gratuity related matters in the region by driving voluntary contributions across the employees of assigned institutions and growing SIPML’s market share in RSA Holders and Assets Under Management

Responsible for co-ordinating the activities of the relationship managers in the region by ensuring clients perceive, feel and experience the Company positively through timely and conclusive resolution of pre and post sales issues; and other related/incidental matters.

Key Responsibilities

Achieve Regional Business Targets

• Achieve and surpass assigned monthly regional RSA pin target
• Achieve and surpass assigned monthly/yearly regional contribution target
• Achieve and surpass assigned regional new employers targets
• Grow SIPML’s wallet share of employer’s business by generating and creating more contributing RSA pins.
• Provide advice to employers, on potential Pension/Gratuity solutions based on consultative analysis of their business model and pension industry dynamics.
• Identify, initiate and convert leads for SIPML.
• Operate within the Pencom guidelines and framework so as to avoid sanctions or infractions to the Company.
• Analyze and review potential labor challenges or peculiarities that may lead to sub-optimization for the employer or organization.
• Make physical / telephone calls / e-mails to clients for customer interactions
• Organize and facilitate Interactive sessions and Rotating Desks/PoW with clients and prospective clients.
• Effectively communicate and follow through, with client requests to back office /support units
• Maintain and update comprehensive employers’ database.
• Ensure Employers have updated contribution schedules.
• Collect schedules from Employer for upload to clients’ accounts.
• Increase number of funded and contributing RSA Pins in the department.
• Ensure not more than 5% customer attrition from assigned institutions during the transfer window
• Ensure team identifies value to our customers by leveraging the various resources within the group and manage execution process.
• Proffer possible strategies/ways to improve sales and relating to customers.
• Increase number of funded and contributing RSA Pins in the department.
• Ensure that SIPML’s customers are retained at transfer window
• Drive the voluntary contributions across the employees of assigned institutions
• Ensure that clients perceive, feel and experience the Company positively through timely and conclusive resolution of pre and post sales issues; and other related/incidental matters

Manage the Relationship Management Team

• Lead the RMs to follow up with employers on monthly pension contribution as at when due.
• Lead the RMs to collect and correct email mandates for employees in assigned institutions
• Lead the RMs to organize CFI capture with Organizations periodically by the regulator.
• Proffer possible strategies/ways to improve sales and relating to customers.
• Co-ordinate the activities of the CFI agents assigned for the Know Your Customer initiative
• Effectively lead & grow respective relationship managers to be self-led
• Ensure Business initiative are followed though within the prescribed guideline
• Ensure RM’s are being mentored, coached and build Self-Led capabilities

Manage Region’s Compliance and ensure risk appetite within minimum level

• Ensure compliance with all tenant of the PRA 2014 as it relates to managing relationships
• Follow up with employers on monthly pension contribution as at when due.
• Lead the RMs to collect and correct email mandates for employees in assigned institutions
• Lead the RMs to organize CFI capture with Organizations periodically by the regulator.
• Ensure Education of employers in line with PenCom’s regulations
• Ensure KYC of employers
• Co-ordinate the activities of the CFI agents assigned for the Know Your Customer initiative
• Ensure Business initiative are followed though within the prescribed regulatory guidelines
• Manage and Ensure compliance by employers in remittances and other regulatory requirements

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Job Description.

The Business Development Manager is responsible in providing tailored consultative solutions for all Pension and Gratuity related matters in the region by driving voluntary contributions across the employees of assigned institutions and growing SIPML’s market share in RSA Holders and Assets Under Management

Responsible for ensuring clients perceive, feel and experience the Company positively through timely and conclusive resolution of pre and post sales issues; and other related/incidental matters.

The Business Development Manager is also responsible to support and deliver on the universal financial solution goals of the Stanbic IBTC Group .
Key Responsibility

• Achieve monthly sales target in RSA & Contributions
• Achieve and surpass assigned monthly RSA pin targe
• Achieve and surpass assigned monthly/yearly contribution target
• Achieve and surpass assigned new employers targets
• Grow SIPML’s wallet share of employer’s business by generating and creating more contributing RSA pins.
• Provide advice to employers, on potential Pension/Gratuity solutions based on consultative analysis of their business model and pension industry dynamics.
• Identify, initiate and convert leads for SIPML.
• Operate within the Pencom guidelines and framework so as to avoid sanctions or infractions to the Company.
• Analyze and review potential labor challenges or peculiarities that may lead to suboptimization for the employer or organization.
• Make physical / telephone calls / e-mails to clients for customer interactions
• Organize and facilitate Interactive sessions and Rotating Desks/PoW with clients and prospective clients.
• Effectively communicate and follow through, with client requests to back office /support units
• Maintain and update comprehensive employers’ database.
• Ensure Employers have updated contribution schedules.
• Collect schedules from Employer for upload to clients’ accounts.
• Follow up with employers on monthly pension contribution as at when due.
• Increase number of funded and contributing RSA Pins in the department.
• Consistently identify value to our customers by leveraging the various resources within the group
• Ensure not more than 5% customer attrition from assigned institutions during the transfer window
• Collect and correct email mandates for employees in assigned institutions Organize CFI capture with Organizations periodically by the regulator.
• Grow SIPML’s share of mind among clients/ organizations in assigned institutions
• Increase the funding and contribution ratios of employees’ contribution within assigned institutions Proffer possible strategies/ways to improve sales and relating to customers.
• Ensure Legislative Compliance and SIBTC standards
• Educate and enlighten employees and their employers about the dynamics of the Pension industry
• Operate within the Pencom guidelines and framework so as to avoid sanctions or infractions to the Company
• Ensure adherence to code of ethics and all other related guidelines
• Ensure smooth internal & external stakeholder management