Client Relationship Manager
Old Mutual
Lets Write Africa's Story Together!
Old Mutual is a firm believer in the African opportunity and our diverse talent reflects this.
Job Description
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This role is accountable for driving business growth within Platinum Club while managing risk and minimizing loss to the Bank. The successful candidate will be responsible for nurturing client relationships, developing quality business opportunities, and safeguarding portfolio integrity through proactive risk management practices.Business Development
Identify and develop profitable business opportunities in line with the Platinum Club strategyNegotiate facility terms and pricing with clientsCross-sell banking products offered by the groupBuild and execute comprehensive account strategies for managed relationshipsPortfolio Quality & Risk Management
Ensure timely completion of facility documentation and registration of securitiesReview client profitability and prevent revenue leakagesEnforce compliance with facility terms, underwriting policies, and regulatory standardsMonitor credit performance and report deteriorating credits promptlyAdhere to all Anti-Money Laundering (AML) and Know Your Customer (KYC) regulationsClient servicing
Improve customer service experience by responding to issues raised through customer feedback and displaying desired behaviours accordingly.Provide world class service to internal and external clients by engaging, listening, understanding the client's needs, delivering on requirements within process and procedures; and providing feedback to clients.Ensure complaints are resolved or escalated within SLA to build relationships, trust and achieve sales and service objectives.Ensure that customers’ needs are explored and understood by conducting needs analysis, while engaging the client and make appropriate recommendations to retain and grow the portfolio.Educate and guide clients in terms of after sales servicing and maintenance on products sold, in anticipation of future needs to increase client satisfaction and efficiencies.Take ownership of all queries, complaints, issues and compliments raised and referred and ensure timely resolution by the relevant party.Skills
Competencies
Business InsightCommunicates EffectivelyDecision QualityDirects WorkEnsures AccountabilityFinancial AcumenInstills TrustManages ComplexityEducation
Bachelor Of Business Studies Honours: Finance And Banking, Bachelor Of Economics (Accounting): Banking (Financial Services)Closing Date
30 July 2025 , 23:59The Old Mutual Story!
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