Corporate Relationship Management

7 months ago


Riyadh, Saudi Arabia Bupa Arabia Full time

The Senior Executive Manager - Corporate Relationship Management (Key Accounts) will manage a unit of maximum 3 Relationship executives and two relationship agents that has a self and team client base up to 100,000 members and revenue of close to 150 Million to maintain 80% retention rate in order to achieve profitability within Bupa Arabia Strategy and values.

**Consistently achieve retention as per AOP**
- Building, maintaining and enhancing relationship with clients to develop long-term satisfaction
- Supervise the portfolio of their team and ensure retention is achieved as per AOP
- Analyze business problems, create effective solutions, and exercise good judgement
- Use proactive communication and effectively seek a resolution for a bad experience
- Present Service Presentation
- Visiting clients with their teams
- Conduct client web training for all Bupa Arabia online services including membership training
- Provide Focus Group for clients through delivering interactive session for audience response to acquire feedback, towards our product and services

**Maintain a positive contribution in profits to the overall revenue**
- Renew with the proposed prices (increase) to ensure we have a positive contribution
- Manage and Monitor Loss Ratio during the year by monitoring FUR (Frequent user report) and MIS (Management information system) and raise alerts to clients. Discuss the MIS and FUR in details and present it in the form of presentation
- Propose (different possible solutions) (product change) that can offer price relief to clients and improve value proposition
- Analyze and understand commercial and technical results to negotiate with clients price increase

**Sales & CRM Administration**
- Manage the entire sales process in line with the sales strategy and in strict adherence to the defined stages of the sales pipeline.
- Ensure full compliance with all internal processes including accurate and timely maintenance of CRM records (SAGE)
- Liaise with other internal departments as required to ensure smooth running of all interactions that the customer has
- Provide accurate reports and forecasts on activity and sales performance as and when required by management
- Support in ad-hoc projects assigned

**Understand Market and Competitor activity**
- Maintain customer interaction and other applicable sources like SAMA (Saudi Arabian Monetary Agency) and CCHI (Corporate Council for health insurance)
- Go online regularly to SAMA and CCHI and stay up to date about market updates and PMI industry
- Look at competitor’s websites to compare against ours and identify gaps
- Follow SAMA and CCHI rules and regulation
- Understand Trends and market evolution

**Relationship /Communication / People Management**
- Build effective relationships both within and outside the department
- Seek input from and maintain effective ongoing communication with others
- Manage conflict to ensure least disruption to organization
- Update clients on promotions, and new products
- Coaching and mentoring of their teams
- Be role model for subordinates, set the example
- Manage relationship agents and executives
- Build a service-oriented mindset among the team
- Promote a healthy teamwork environment

**Compliance**
- Comply 100% with the rules and regulation of SAMA and CCHI
- Update clients with all changes in the PMI (Private Medical Industry) industry rules, regulations and product
- Comply with company internal rules and regulation
- Prepare client agreements and KYC (Know your customer) and make sure they are signed and stamped from client and properly handed over to sales operation team for archiving and auditing
- Be IFCE certified (Insurance Foundation Certification Exam

**Manage Debtor Book of the Portfolio**
- 100% compliance with Bupa Arabia credit control policy
- Print Debtor report on weekly basis to ensure appropriate planning for unpaid debt to avoid suspension
- Manage the debtor report of the relationship agent / executive
- Ensure premiums are collected and support collection team in communication with clients
- Align customer financial position with collection team and Finance

**Skills**:
**Education**
- University Degree

**Years of Experience**
- A minimum of 7 years’ sales experience

**Skills Required (Technical/Managerial)**
- Field Experience is a must
- Verbal and written Communication skills
- Experienced in managing a team



  • Riyadh, Saudi Arabia Bupa Arabia Full time

    Building, maintaining, and enhancing relationship with clients to develop long term satisfaction. - Handle customer needs with reliability and be responsive in providing prompt service. - Use proactive communication and effectively seek a resolution for a bad experience. - Manage and Monitor Loss Ratio during the year by monitoring FUR (Frequent user report)...


  • Riyadh, Saudi Arabia Bupa Arabia Full time

    Building, maintaining and enhancing relationship with clients to develop long term satisfaction - Conduct 3 meetings daily - Handle customer needs with reliability and be responsive in providing prompt service - Use proactive communication and effectively seek a resolution for a bad experience - Present Service Presentation - Conduct client web training for...


  • Riyadh, Saudi Arabia Bupa Arabia Full time

    **Consistently Achieve retention as per AOP**: - Building, maintaining and enhancing relationship with clients to develop long term satifaction - Supervise the portfolio of their team and ensure retention is achieved as per AOP - Analyze business problems, create effective solutions, exercise good judgement - Use proactive communication and effectively seek...


  • Riyadh, Saudi Arabia البنك السعودي الفرنسي Full time

    Effective profiling, promotion and selling of Corporate Bancassurance products. - Monitoring and management of the Business growth Corporate bancassurance portfolio versus Targets. - Develop strong & progressive client-relationships. - Ensure risks-controlled services, prompt completion of documentations and processes. Maintain full compliance with legal and...


  • Riyadh, Saudi Arabia البنك السعودي الفرنسي Full time

    This role is responsible for achieving revenues and asset growth by providing appropriate solutions and value-added services to existing client base and also enhancing the client base by establishing new relationships and acquiring fresh assets from these potential clients and cross selling other BSF Products. - This role is responsible for building...

  • Account Manager

    7 months ago


    Riyadh, Saudi Arabia S&P Global, Inc. Full time

    Account Manager - Financial Corporates, Corporates & Governments - Kingdom of Saudi Arabia **About the Role**: **Grade Level (for internal use)**: 12 **Account Manager - Financial Corporates, Corporates & Governments - Kingdom of Saudi Arabia** Market Intelligence Account Managers facilitate, coordinate, and aid strategic, sales and product activity with...


  • Riyadh, Saudi Arabia Deutsche Bank Full time

    Location: Riyadh, KSA Full / Part time: Full time Permanent / Temporary: Permanent Corporate Title: Vice President Reporting Line to: Head of Local Corporate Coverage GCC (Functional) DB Riyadh Branch General Manager (Matrix/local) **Head of Corporate Bank and Local Corporate Coverage, DB Riyadh Branch** **Corporate Bank**:At the heart of Deutsche...

  • Account Manager

    7 months ago


    Riyadh, Saudi Arabia Talent Pal Full time

    About the Role: Grade Level (for internal use): 12 Account Manager - Financial Corporates, Corporates & Governments - Kingdom of Saudi Arabia Market Intelligence Account Managers facilitate, coordinate, and aid strategic, sales and product activity with our largest partners. In this role, you are covering a group of accounts to grow our overall...


  • Riyadh, Saudi Arabia Halian Full time

    Our Client Our company is seeking for a Customer Relationship Manager to promote our Cyber Security portfolio composed of products and services. We are looking for an inspired professional that will be part of the highly skilled Customer Success team. Your Responsibilities - Act as the customer’ Single Point of Contact for services and support attending...


  • Riyadh, Saudi Arabia Rawaj - Human Capital Management Full time

    The Corporate Analysis Manager will Support the Finance & Planning Director in implementing a robust financial performance management system. **Key Accountabilities**: - Provide financial insights to support the business decision-making processes and suggests improvements by preparing and analyzing detailed flowcharts related to key business processes -...

  • Sales Manager IT

    6 days ago


    Riyadh, Saudi Arabia Adowa Alshamel Full time

    **Please go to the link below and fill it.** **Job description**: Very Good experience in corporate and government sales Sales Management for company products and services. The Pricing of products and services and reviewing it with higher management before approving. Approving and Modify quotations as needed. Assign tasks to the sales team and follow up...


  • Riyadh, Saudi Arabia Rel-i Consultants Full time

    **Role Description**: As a Corporate Sales Specialist, you will play a crucial role in driving corporate sales acquisition, managing corporate accounts, fostering business development opportunities, and negotiating contracts. Your primary responsibilities will include cultivating and maintaining relationships with corporate clients, identifying sales...


  • Riyadh, Saudi Arabia NEOM Full time

    **Job description** APPLY ON THIS LINK BELOW **Associate relationship manager** **Introduction**: Because of its sweeping scope, NEOM offers career opportunities in a wide variety of industries, with development programs that range from internships to coaching for senior staff, enabling our diverse workforce to learn and thrive. A job at NEOM is a chance...


  • Riyadh, Saudi Arabia Ecolab Full time

    **Responsibilities**: - Develop and execute strategic account plans to achieve sales targets and revenue growth within assigned corporate accounts. - Build and nurture strong relationships with key decision-makers and influencers within corporate accounts to understand their business needs and priorities. - Collaborate with cross-functional teams, including...


  • Riyadh, Saudi Arabia Corporate Research and Investigation Company Full time

    **About the Job**: **SUMMARY**: Excellent leadership skills with a track record of collaborating with others; delivering complex projects; and building strategic direction. The Business Development Manager will need to be a convincing voice of leadership and strategic direction. Plans and implements sales, business development, and product development...


  • Riyadh, Saudi Arabia HamdanGlobal Full time

    We are hiring **Corporate Finance Manager **for one of Leading **Investment Advisory Firm based in Riyadh, KSA**. Applicants with **strong & stable experience with similar kind of Industry or with Real Estate Firm would be added advantage.** - **Responsibilities: - **_ - **Financial Planning and Analysis (FP&A)**: - Develop and oversee the financial...

  • Managing Associate

    9 months ago


    Riyadh, Saudi Arabia JEX Personnel Full time

    The Role JEX Personnel are currently looking for a Senior Corporate Lawyer to join one of our leading clients in Riyadh. They have an international standard and are ideally looking for a lawyer to replicate this. **Requirements**: About the company Executive search involves working with a third party, such as JEX Personnel. Executive search is relationship...


  • Riyadh, Saudi Arabia Alfaisal University Full time

    **Overview**: - Department - ** Corporate Social Responsibility (CSR)** - Division - **External Relations & Advancement** - Job Family - **Admin** - Reports to - **V.P External Relation and Advancement** - Location - **Alfaisal University - Riyadh** **Job Summary**: The CSR Manager role involves developing the social responsibility, and community-minded...


  • Riyadh, Saudi Arabia mobishastra ksa Full time

    As a **Relationship Management** for a bulk SMS company, your role would involve a combination of customer engagement, technical support, and sales support activities. Here's a general description of the responsibilities you might have in such a position: **Key Roles & Responsibilities**: - Build and maintain strong relationships with existing customers,...


  • Riyadh, Saudi Arabia Bupa Arabia Full time

    Provide precise assessment of risk to support Relationship Team in achieving the highest retention rates for profitable business. - Estimate the impact of product changes on the contract performance and revise premiums accordingly. - Agree on final corporate renewal rates. - Discuss, negotiate and explain quotations and technical results to Relationship Team...