Job Description

Closing Date 2026/03/31
Reference Number MMH260127-32
Job Title Talent Pool: Fund Executive
Position Type Permanent
Cluster Momentum Health
Remote Opportunity All of the time
Location - Country South Africa
Location - Province Gauteng
Location - Town / City Sandton
Introduction
Through our client-facing brands Momentum Group, with Multiply (wellness and rewards programme), and our other specialist brands, including Guardrisk and Eris Property Group, the group enables business and people from all walks of life to achieve their financial goals and life aspirations. We help people grow their savings, protect what matters to them and invest for the future. We help companies and organisations care for and reward their employees and members.
Role Purpose
To strategically manage the medical scheme in the Health Segment. Instrumental in building and maintaining strategic client relationships with trustees and Principal Officers. To sit on the Momentum Health Business Unit Exco/Forum (part of Momentum Health) that is responsible for overall strategic direction of the business unit, in line with Momentum Group Health strategy.
Requirements

• Relevant degree
• Matric
• 10 years relevant experience; including experience in client relationship management, consulting, new business and servicing
• 3 Years in management of people

Duties & Responsibilities
Internal Process

• Represent all areas of MMI at client engagements, coordinating delivery from affected products and channels.
• Ensure adherence to agreed deliverables in Service Level Agreements, maintaining oversight of administration deliverables and adherence to promises from affected products and channels
• Assess client needs, identifying areas for cross- and up-selling.
• Maintaining up-to-date knowledge of MMI solutions and products, providing regular client feedback to product and solution owners.
• Implement cross- and up-selling in collaboration with the appropriate segments, distribution channels and product houses.
• Assist the Head: Client Engagement in maintaining the client satisfaction measurement framework.
• Manage strategic client forums and relationship events.
• Contribute to building appropriate client value propositions.
• Build and sustain relationships with internal decision makers and interest groups, in support of tactical objective achievement.
• Develop operational targets in support of tactical delivery plans and organisational strategic objectives in partnership with functional leadership.
• Ensure effective client and stakeholder feedback practices and associated processes exist and are acted on timeously.
• Ensure timeous communication on progress and challenges in achieving tactical goals and operational plans to all relevant stakeholders.
• Implement and manage practices that continuously grow the market and position the message through the correct mediums and channels.
• Represent and report customer viewpoint upward to the larger organisation.
• Use the insights from knowledge gained through market information and intelligence reports to measure success and realign tactical objectives.
• Member of the sub-editorial Board of the Momentum Health Client Magazine JUMP. Sign off on all JUMP magazine articles on behalf of scheme (scheme input obtained where necessary)
• Input, comment and sign off on ALL letters, e-mails, application forms, brochures, newsletters, letters, marketing material, adverts, surveys, campaigns, social media, litigation responses, that has link or reference to the Momentum Health Brand. This includes related complementary products such as Multiply, Healthsaver, HealthReturns sent to Momentum Health members
• Contract/License management for ALL MMI Health contracts and not limited to Momentum Health (going forward the broader contracts will be move to Compliance, but the Momentum Health specific will remain )
• Managing the non-disclosure team.
• Managing the broker Call Centre team.
• On call 24/7 for all ISOS cases where a Scheme authorising party is needed for all cases that exceed R100k. Authorising party for Momentum Health with ISOS
• On call 24/7 for all Netcare 911 escalations and evacuations for Momentum Health members
• Chair MHBU Service Manco

Client Services

• Build and maintain relationships with clients and stakeholders that promote cross delivery practice solutions.
• Contribute to sustaining a competitive edge through external networking and benchmarking and representation on related forums.
• Define fair and innovative client service practices which build rewarding relationships, and allows team to provide exceptional client service.
• Engage with key internal and external stakeholders to identify changing client needs and make recommendations to align service offering with client needs.
• Manage a client service excellence culture which builds enduring relationships and allows team to provide exceptional client service.
• Manage the introduction of new channels for client interaction in order to improve client services against service expectations.

People

• Be a member of and make positive contributions to Professional Bodies and Stakeholder Groups
• Create a positive work climate and culture to energise employees, give meaning to work, minimise work disruption and maximise employee productivity.
• Develop, implement and manage a People Capability plan that ensures that the function has the human resources and skills required to deliver on the strategy for the short-, medium- and long-term.
• Identify, attract, appoint, grow, engage, reward and retain top talent to drive strategic execution.
• Demonstrate exemplary leadership behaviour, through personal involvement, commitment and dedication in support of organisational values.
• Drive a culture that guides and directs best practice, fostering an environment of continuous learning, improvement and cohesiveness.
• Enable a learning and growth culture whereby information regarding successes, issues, trends and ideas are actively shared between
• team members.
• Identify employee growth and development needs and schedule interventions to enable ongoing development, training and personal growth.
• Effectively manage performance within the team in order to ensure business objectives are achieved
• Ensure that employees are effectively recognised and rewarded in line with organisational practice and governance set by the REM committee.
• Encourage innovation, change agility and collaboration within the team.

Finance

• Implement and compile budgets to minimise expenditure in alignment with tactical delivery plans.
• Control the budget for area, including the authorisation of expenditures and implementation of financial regulations.
• Manage high risk and problematic financial issues in area of accountability and contribute to the development of policy.
• Implement and manage financial risk methodologies, techniques and systems and use to monitor and report on financial activities.
• Implement and provide feedback on the effectiveness of financial policy, practice and procedures: preventing illegal, unethical or improper conduct.
• Implement risk management, governance and compliance policies in own practice area, to identify and manage governance and risk exposure liability.
• Investigate reported wilful acts of non-compliance to organisation policy and practice and report on findings.

Competencies
Business Acumen
Collaboration
Customer/ Stakeholder Commitment
Impact and Influence
Drive for Results
Self-Awareness and Insight
Leads Change and Innovation
Diversity and Inclusiveness
Motivating and Inspiring Team
Growing Talent
Trade / deal lifecycle
Policy
We are committed to Employment Equity, diversity and inclusion when recruiting internally and externally. All appointments are made in alignment to our Employment Equity goals and we encourage people with disabilities to apply.

Skills Required