• Application Deadline:
• Position: Regional Manager, Wealth Management


• Job Type Full Time


• Qualification BA/BSc/HND


• Experience


• Location Lagos


• Job Field Banking  , Sales / Marketing / Retail / Business Development 
  

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