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OMF Client Relationship Manager

1 week ago

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

Empowering Clients Through Expert Financial Guidance

At Old Mutual, we are committed to empowering our clients with expert financial guidance, helping them navigate the complexities of personal finance and achieve their long-term goals.

About the Job

This role demands an individual who can deliver exceptional client service, providing personalized financial advice and education to drive sales and meet targets. The ideal candidate will possess strong communication skills, a deep understanding of financial markets, and the ability to build lasting relationships with clients.

  1. Succeed in meeting monthly lending and product sales targets.
  2. Achieve collections and arrears targets for lending products, ensuring timely payments and reducing defaults.
  3. Educate clients on responsible credit usage, helping them develop effective money management strategies.
  4. Develop a robust new business pipeline through targeted marketing, lead generation, and tracking.
  5. Maintain strict adherence to internal, regulatory, and legislative governance to safeguard quality business operations and mitigate risk.
  6. Facilitate intra-branch referrals, fostering collaborative relationships between business units.
  7. Provide exceptional face-to-face and telephonic customer service, addressing queries and resolving issues efficiently.
  8. Cultivate long-lasting relationships that enhance the brand's reputation and foster customer loyalty.
  9. Meet daily production standards, adhering to service and quality expectations while delivering exceptional results.

Essential Competencies

  1. Demonstrates stakeholder-centricity and empathy.
  2. Nurtures networks and builds relationships.
  3. Effectively communicates complex ideas.
  4. Focuses on customer needs and preferences.
  5. Ensures accountability and responsibility in all endeavors.
  6. Fosters trust and confidence through transparent interactions.
  7. Develops interpersonal skills and savvy.
  8. Manages complexity and ambiguity effectively.

Requirements and Qualifications

  • Must hold a Matriculation Certificate (Matric).
  • The selected candidate will be part of the designated group, aligned with Old Mutual South Africa's Employment Equity Plan and the specific business unit's requirements.