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Senior Relationship Development Specialist

1 week ago

Cape Town, Western Cape, South Africa Old Mutual Full time

Old Mutual seeks to appoint a highly skilled Professional Service Delivery Manager to join their team.

About the Role

This position is responsible for providing exceptional customer experiences by being responsive, helpful, and sensitive to customer needs. The successful candidate will have expertise in wealth management and relationship management, with a proven track record of delivering results-driven solutions.

Main Responsibilities
  1. Provide advanced product/service information and respond to complex customer questions about the product/service.
  2. Record and process custom/special orders that may require additional resources for delivery and coordinate with those teams as required.
  3. Respond to more advanced issue escalations promptly and appropriately; provide managerial approvals as required.
Skill Requirements

The ideal candidate will possess excellent communication and interpersonal skills, with the ability to build strong relationships with customers and colleagues alike. A minimum of 3-5 years' experience in relationship management and a degree in a relevant field are essential requirements.

Key Skills:

  • Client Relationship Building
  • Consultative Selling
  • Customer Complaint Management
  • Customer Feedback Management
  • Customer-Focused
  • Customer Relationship Management (CRM)
  • Customer Relationship Management (CRM) Software
  • Customer Service
  • Customer Service Operations
  • Customer Understanding
  • Data Management
  • Digital Consumer Engagement
  • Identifying Sales Opportunities
  • Probing Questions
  • Sales Data Management
  • Strengthening Customer Relationships
  • Upselling
  • Wealth Management