Permanent Portfolio Manager | Rand Mutual Vacancies
Job Description
Rand Mutual Vacancies – Portfolio Manager
Location: Parktown, Johannesburg
Company: Rand Mutual
Job Type: Permanent
Job Sector: Finance
Portfolio Manager – Top 100
Rand Mutual Assurance is seeking a dynamic and results-driven Portfolio Manager to lead strategic client partnerships, maximize revenue opportunities, and strengthen key business relationships. You will be supported by a team of key account executives while driving sales, partnerships, and operational excellence across the organization.
Key Responsibilities
Front-End Sales Management
- Develop short- and long-term sales strategies to achieve company sales and profitability goals.
- Engage executive business leaders to discuss strategic challenges and deliver impactful sales presentations.
- Define and execute partner/client strategies aligned with business objectives.
- Analyze business opportunities based on profitability and mutual partner benefits.
- Generate sales progress reports, pipeline updates, and forecasts for partners.
- Craft partnership proposals in line with RMA’s strategic direction.
Developing and Maintaining Strong Partner Relationships
- Build and nurture relationships with key decision-makers at partner organizations.
- Conduct regular partner visits to strengthen engagement.
- Oversee service delivery and performance expectations with senior leaders.
- Drive high partner retention and renewal rates.
Operational Focus
- Collaborate with partners to identify growth opportunities.
- Measure customer success metrics to improve lifetime value and satisfaction.
- Assess partnership effectiveness and ROI.
- Maximize revenue streams while expanding RMA’s market presence.
- Lead partnership negotiations and agreement development.
Team Management
- Lead a team of specialists in deepening client relationships and executing campaigns.
- Set performance targets, monitor progress, and ensure team success.
- Mentor and develop talent while supporting career growth.
- Recruit and onboard new team members.
- Optimize financial resource utilization.
- Manage PR agency relationships and collaborate on brand communications.
Qualifications and Experience
- NQF Level 7: Degree in Business Management (Postgraduate degree advantageous).
- RE5, Key Individual (advantageous), CFP (advantageous).
- 5–8 years in Financial Services, including 5 years in long-term insurance.
- 3 years of management experience in Insurance/Financial Services.
- Proven sales track record with C-suite engagement.
- Strong background in strategic partnership development and revenue generation.
- Expertise in financial services, legal product knowledge, and key account management.
- Proficiency in managing budgets, sales teams, and group benefits.
- Exceptional relationship-building skills with an entrepreneurial mindset.
Application Process
The shortlisting process will commence after the closing date. Management availability may impact timeline. If no feedback is received within 21 days, consider your application unsuccessful.
Closing Date: 27 June 2025
Employment Equity Commitment
Rand Mutual Assurance promotes transformation and may prioritize candidates from under-represented groups in alignment with our employment equity goals.
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How to Apply
To apply for this position, click the “Apply Now” button or follow the specific instructions provided in the job description. Ensure that your CV and supporting documents are up to date and relevant to the position.
Please note: This job posting may be closed at any time by the employer, either due to internal recruitment policies, legal requirements, or once a suitable candidate has been found. We encourage you to apply as early as possible.
Only shortlisted candidates will be contacted.
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