Client Relationship Manager

4 days ago


Paarl, Western Cape, South Africa CA Financial Appointments Full time

CA Financial Appointments - Western Cape

This role offers the opportunity to work in a dynamic environment where you will be responsible for developing and maintaining strong relationships with existing and new clients. You will work closely with internal stakeholders to understand client needs and develop tailored solutions.

About the Job
  • Develop and maintain strong relationships with existing and new clients.
  • Identify and pursue new business opportunities through proactive prospecting and networking.
  • Work closely with internal stakeholders to understand client needs and develop tailored solutions.
Key Responsibilities
  • Personal interactions with clients regarding various Old Mutual products and services.
  • Liaise and correspond with clients to ensure their needs are met.
  • Proactively seek new clients/business opportunities through targeted sales efforts.
Required Skills and Qualifications
  • Maturity level of Matric / Grade 12
  • Good working knowledge of MS Excel, Word, and Outlook.
  • Knowledge of MS Teams.
  • Client service experience.
  • A valid driver's license with own reliable transport.
Necessary Skills and Attributes
  • Target driven (related to new business).
  • Ability to build and nurture relationships with clients.
  • Strong sales ability / Ability to influence.
  • Active listening skills with the ability to communicate effectively both verbally and in writing in both English and Afrikaans.
  • Work well under pressure.


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