Latest Job Advertisement at Old Mutual
POSITION: Client Relationship Manager, Personal Finance
Position Overview
This position is accountable for creating a distribution strategy to achieve sales objectives within the Retail Affluent category. The individual in this role will lead Relationship Officers to provide quality financial guidance to clients while attaining revenue targets for periods of up to one year.
Duties
- Oversees the sales and expense budget for a sales team in relation to established objectives.
- Accountable for the product distribution strategy within a sales channel.
- Responsible for regional marketing.
- Recognizes and generates aligned sales prospects.
- Accountable for establishing external connections and fostering relationships with key influencers.
- Guarantees the provision of value to customers.
- Oversees, cultivates, hires, and educates Relationship Officers.
Sales/Efficiency:
- Oversees the sales and expense budget for a sales team in relation to established goals.
- Recognizes and develops synchronized sales prospects.
Adherence:
- Guarantees adherence to processes and procedures to reduce business risk.
- Guarantees customer value delivery.
Team Efficiency:
- Responsible for staff hours, assignments, and the quality of results, for durations of up to one year.
- Then, align personal priorities with guiding and inspiring others.
- Schedules and allocates tasks over spans of up to 1 year.
- Leads and instructs personnel to reach operational excellence benchmarks.
- Moreover, fosters an environment for peak performance.
Oversees performance.
- Chooses prospective personnel to maintain customer/client service provision.
Marketing:
- Accountable for the distribution approach of products aimed at the Retail Affluent market.
- Responsible for local marketing.
Establishing Connections:
- Accountable for external networking and establishing relationships with essential facilitators.
Skills
Task Management, Change Oversight, Business Insight, Employee Pay and Benefits, Implementation of Plans, Multitasking, Verbal Communication, Organizational Structure, Guidelines & Protocols, Remote Teams, Sales Support, Sales Tools, Servant Leadership, Collaboration
Competencies
- Demonstrating Resilience
- Business Intelligence
- Conveys Messages Clearly
- Client Orientation
- Choice Excellence
- Oversees Tasks
- Delivers Outcomes
- Guarantees Responsibility
How to Apply For This Job Advertisement at Old Mutual
Closing Date: 26th October 2025
NOTE:
It is important to keep in mind that employers receive many applications for each job posting and will only select the most qualified candidates. Furthermore, NewsNowGh does not have any influence over the decisions made by employers/recruiters. As a result, we cannot guarantee that sending applications will lead to candidates being shortlisted or selected for a particular position.
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