Client Growth & Relationship Leader

Old Mutual Finance (Pty) Ltd

Mpumalanga

On-site

ZAR 420,000 - 580,000

Full time

14 days+

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Job summary

Old Mutual South Africa is seeking a leader to manage a team of advisors, driving relationships with existing and prospective clients and stimulating demand for financial products. You will shape customer strategies, supervise operations, and promote solutions with senior colleagues as needed.

The role emphasizes leadership, account management, and consultative selling to build long-term customer value within the organization’s sales framework.

Qualifications

  • Experience leading small to medium teams.
  • Strong client relationship and account management skills.
  • Ability to identify customer needs and opportunities.

Responsibilities

  • Lead and direct a team of advisors to build client relationships.
  • Develop relationship management plans for existing accounts.
  • Sell customer propositions with standard terms.
  • Create sales opportunities through referrals and events.
  • Monitor team performance and manage objectives.
  • Provide coaching and budget monitoring.
  • Promote customer focus and account development.
  • Deliver specialized support for key accounts.

Skills

Leadership
Account Management
Sales
Customer Focus
Upselling
Consultative Selling
Direct Selling
Customer Service
Negotiation
Budgeting

Education

NQF Level 4 - Grade 12
National/Occupational Certificate

Tools

Sales Software

Job description

Old Mutual South Africa is seeking a leader to manage a team of advisors, driving relationships with existing and prospective clients and stimulating demand for financial products. You will shape customer strategies, supervise operations, and promote solutions with senior colleagues as needed.

The role emphasizes leadership, account management, and consultative selling to build long-term customer value within the organization’s sales framework.

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