IRC51111 OMF Client Relations Consultant

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Old Mutual is a premium African financial services organisation that offers a broad spectrum of financial solutions to retail and corporate customers across key market segments in 17 countries. The lines of business include Life and Savings, Property and Casualty, Asset Management and Banking and Lending.

We are rooted in our purpose of Championing Mutually Positive Futures Every Day and believe that a great customer experience is anchored in a great employee experience.

Old Mutual Finance was established in 2008 to provide unsecured lending products and services to the SA market.

Old Mutual Finance is a licensed financial services and registered credit provider .

KRA’s

Meets monthly sales targets in terms of lending and other products. Meets collections and arrears targets in terms of lending products. Educates clients on responsible use of credit and effective money management. Establishes a new business pipeline through marketing, lead generation and tracking. Adheres to internal, regulatory and legislative governances to ensure quality business and mitigate risk. Facilitates intra branch referrals by building mutually beneficial relationships with other business units. Provides excellent face to face and telephonic service to customers. Builds sustainable relationships that enhances the brand. Delivers on daily production standards and adheres to service and quality standards

Key responsibilities will include amongst others the following:

Marketing

To establish a new business pipeline through marketing, lead generation and tracking.

Operational Efficiency

Meets monthly sales targets in terms of lending and other products.

Meets collections and arrears targets in terms of lending products.

Educates clients on responsible use of credit and effective money management.

Adheres to internal, regulatory and legislative governances to ensure quality business and mitigate risk.

Personal Effectiveness

Accountable for individual sales targets, branch operations and service delivery through own efforts.

Individually accountable for managing own time, tasks and output quality for periods of 1 day to a maximum of 3months.

Continuously broadens individual skills.

Collaborates effectively with others to achieve personal results.

Accepts and lives the company values.

Relationship Building

Facilitates intra branch referrals by building mutually beneficial relationships with other business units

Provides excellent client service and build sustainable relationships that enhances the OMF and OM brand

Job Requirements

Grade 12

Min. 2 yrs. sales and/or lending experience with individual sales targets.

Min. 2 yrs. client service experience.

Client Focus

Gaining Commitment

Initiating Action

Ownership

Sales Ability

Technical Knowledge

Additional Details


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