Introduction
The Key Accounts Executive is responsible for developing, managing, and expanding strategic relationships with key financial intermediaries, broker groups, independent financial advisers, corporate partners, estate agencies, and other strategic distribution channels.
The role is accountable for driving sustainable business growth, increasing market share, strengthening the organisation's market presence, and positioning the organisation as the preferred provider of its products and services.
Success in this role is measured through strategic relationship management, new business acquisition, client retention, revenue growth, market penetration, and long-term partnership development. The successful candidate will serve as a trusted advisor to executive stakeholders, delivering commercial value while identifying opportunities to expand existing relationships and establish new strategic partnerships.
The successful incumbent will leverage an established professional network within the financial services and property sectors to identify strategic opportunities, strengthen partnerships, increase referrals, and expand the organisation's market presence through meaningful stakeholder engagement.
The Key Accounts Executive is expected to represent the organisation with the highest levels of professionalism, integrity, commercial acumen, and customer focus while working collaboratively across internal business units to deliver exceptional client experiences and sustainable organisational growth.
Duties & Responsibilities
Strategic Business Development
- Develop and execute strategic account plans aligned to organisational growth objectives.
- Identify, pursue, negotiate, and secure new strategic business opportunities.
- Expand the organisation's market share within allocated territories and key accounts.
- Develop annual business growth plans for strategic partners.
- Drive cross-selling and up-selling opportunities across the organisation's full portfolio of products and services.
- Identify emerging market opportunities, industry trends, and competitor activity to strengthen the organisation's competitive position.
- Develop strategic alliances within the financial services and property sectors to expand referral networks and increase market penetration.
- Identify and engage influential stakeholders across the property ecosystem to unlock new commercial opportunities.
- Achieve agreed revenue, profitability, business development, and relationship management targets.
Key Account & Relationship Management
- Develop and maintain trusted executive-level relationships with strategic clients and intermediary partners.
- Manage a portfolio of high-value key accounts.
- Conduct regular strategic business reviews with executive stakeholders.
- Develop long-term partnership strategies focused on mutual business growth.
- Build strong relationships with:
- Independent Financial Advisers
- Broker Owners
- Broker Consultants
- Corporate Partners
- Estate Agency Principals
- Branch Managers
- Regional Managers
- Property Developers
- Bond Originators
- Conveyancing Attorneys
- Professional Referral Partners
- Become the organisation's trusted business partner and first point of contact for strategic clients.
- Identify potential risks within key accounts and implement proactive retention strategies.
- Ensure exceptional levels of client satisfaction and long-term account retention.
Business Networking & Market Engagement
- Develop and maintain a strong professional network across the financial services and property sectors.
- Build strategic relationships with estate agencies, developers, bond originators, attorneys, accountants, financial planners, and other referral partners.
- Leverage industry relationships to generate referrals, strategic introductions, and sustainable business opportunities.
- Represent the organisation at industry conferences, networking events, business forums, and client functions.
- Identify opportunities to increase the organisation's visibility, reputation, and market influence.
- Foster partnerships that contribute to long-term business growth and market expansion.
Sales Leadership & Commercial Performance
- Deliver against monthly, quarterly, and annual sales and business development objectives.
- Monitor pipeline performance, conversion ratios, and revenue generation.
- Identify lost opportunities and implement recovery strategies.
- Forecast future revenue opportunities and account growth.
- Monitor account profitability and commercial performance.
- Contribute to the organisation's overall sales strategy and market expansion initiatives.
Client Experience & Service Excellence
- Ensure exceptional service delivery across all strategic accounts.
- Collaborate with internal departments to resolve complex client matters.
- Provide proactive, solution-focused support to key clients and intermediary partners.
- Identify opportunities to improve the overall client experience.
- Maintain regular communication throughout the client lifecycle.
- Ensure service delivery consistently aligns with organisational service standards.
Brand Representation & Marketing
- Represent the organisation professionally at all times.
- Promote the organisation's products, services, culture, and value proposition.
- Deliver executive presentations, product demonstrations, workshops, and educational sessions.
- Support marketing campaigns, regional activations, and strategic business initiatives.
- Build confidence in the organisation's expertise, professionalism, and client-focused approach.
- Strengthen brand awareness within allocated regions and strategic markets.
Reporting & Commercial Insights
- Maintain accurate CRM and key account management records.
- Record client visits, meetings, opportunities, pipeline activity, and business outcomes.
- Analyse competitor activity, market intelligence, and industry developments.
- Prepare weekly, monthly, and quarterly executive reports.
- Provide strategic recommendations and commercial insights to senior management.
- Monitor client engagement, pipeline health, and business development performance.
- Produce accurate forecasts against revenue and growth targets.
Desired Experience & Qualification
Minimum Requirements
- Grade 12 (Matric).
- Relevant tertiary qualification in Business Management, Commerce, Marketing, Financial Services, or a related field.
- Minimum of 7–10 years' experience in business development, strategic account management, relationship management, or sales within the financial services industry.
- Proven success managing high-value corporate or intermediary accounts.
- Demonstrated ability to achieve and exceed revenue, market share, and business growth targets.
- Strong commercial, financial, and strategic business acumen.
- Excellent communication, presentation, negotiation, and influencing skills.
- Advanced stakeholder and executive relationship management experience.
- Strong planning, organisational, analytical, and problem-solving abilities.
- Experience using CRM systems and reporting tools.
- Valid driver's licence and own reliable vehicle.
- Willingness to travel extensively within allocated regions.
Preferred Experience
- Experience within wealth management, insurance, investments, financial advisory services, or related financial sectors.
- Established professional network within the financial services and property sectors with adiquete property sector knowledge.
- Proven ability to build and leverage strategic relationships that generate sustainable business opportunities.
- Experience engaging with estate agencies, property developers, conveyancing attorneys, bond originators, and other property industry stakeholders.
- Strong understanding of intermediary distribution models and strategic partnership development.
- Experience presenting to executive stakeholders and facilitating high-level business reviews.
- Exposure to mentoring, coaching, or leading business development initiatives.
Key Competencies
- Strategic Account Management
- Executive Relationship Management
- Business Development & Sales
- Commercial Acumen
- Strategic Networking
- Property Sector Engagement and Knowledge
- Financial Services Industry Knowledge
- Stakeholder Influence
- Partnership Development
- Market Intelligence & Competitor Analysis
- Negotiation & Influencing
- Presentation & Facilitation Skills
- CRM & Pipeline Management
- Client Experience Management
- Planning & Organisational Skills
- Analytical & Problem-Solving Ability
- Results Orientation
- Emotional Intelligence
- Professionalism & Integrity
