Overview
Client Relationship Manager Jobs in Pinelands, Western Cape, South Africa at Old Mutual South Africa
Title: Client Relationship Manager
Company: Old Mutual South Africa
Location: Pinelands, Western Cape, South Africa
Let's 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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Provides a positive customer experience by being helpful and sensitive to customer needs, managing expectations and providing solutions
including directing customers to the correct channel in adherence to procedural, productivity and quality standards. Provides specialist
product and service knowledge that may lead to sales generation.
Responsibilities
Product/Service Information
Provide advanced product/service information and respond to complex customer questions about the product/service.
Customer Order Processing
Record and process custom/special orders that may require additional resources for delivery and coordinate with those teams as required.
Resolving Customer Issues
Respond to more advanced issue escalations promptly and appropriately; provide managerial approvals as required.
Customer Relationship Development / Prospecting
Develop and implement a customer contact plan to communicate product launches and engage the potential customers in relevant sales campaigns to build new relationships. Act as first point of contact for customer queries and complaints and resolve them, referring complex issues to others and ensuring that the customer receives an appropriate response.
Customer Relationship Management (CRM) Data
Monitor team members' use of the CRM system, identifying and resolving standard issues and escalating them to a senior manager as
appropriate.
Customer Needs Clarification
Set clear objectives for each sales call or meeting; use standard materials to make a presentation to the customer; and ask relevant
questions to evaluate the customer's level of interest and to identify and respond to areas requiring further information or explanation.
Renewals
Help drive customer renewals through exceptional service, supporting the sales teams as required.
Operational Compliance
Identify, within the team, instances of noncompliance with the organization's policies and procedures and/or relevant regulatory codes and codes of conduct, reporting these instances and escalating issues as appropriate.
Personal Capability Building
Develop own capabilities by participating in assessment and development planning activities as well as formal and informal training and coaching; gain or maintain external professional accreditation, where relevant, to improve performance and fulfill personal potential. Maintain an understanding of relevant technology, external regulation, and industry best practices through ongoing education, attending conferences, and reading specialist media.
Qualifications, Skills And Experience Required
- Matric
- NQF 5 / NQF5 Wealth Management and higher
- A minimum of 3-5 years Relationship Management background
- Client Service Experience or a similar role
Skills
Consultative Selling, Customer Complaint Management, Customer Feedback Management, Customer-Focused, 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
Competencies
Action Oriented
Collaborates
Communicates Effectively
Customer Focus
Decision Quality
Directs Work
Interpersonal Savvy
Manages Complexity
Education
NQF Level 5 – Higher, Advance or Occupational Certificate or equivalent
Closing Date
25 May 2026 , 23:59
The appointment will be made from the designated group in line with the Employment Equity Plan of Old Mutual South Africa and the specific business unit in question.
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