Strategic Account & Growth Specialist

Old Mutual South Africa; Pietermaritzburg; On-site; ZAR 240,000 - 360,000; Full time

Job summary

Old Mutual South Africa is seeking a capable professional to develop and implement account strategies, analyze data, and provide informed financial and business guidance within a client-focused environment.

The role emphasizes building relationships with key decision-makers, delivering reliable insights, and ensuring adherence to regulatory standards while supporting sales and back-office activities.

Qualifications

• Experience in data collection and analysis
• Ability to provide business advice and interpretation of policies
• Proven document preparation and publication editing
• Proficient in insights reporting and data analytics

Responsibilities

• Data Collection and Analysis: conduct research using primary data sources and extract relevant information.
• Information and Business Advice: interpret policies to resolve queries and escalate complex issues.
• Document Preparation: edit documents to organizational style and prepare information for publication.
• Insights and Reporting: coordinate data and analytics reports.
• Customer Relationship Management / Account Management: develop relationships with decision-makers and gather customer feedback.
• Financial Advice: align advice with client goals and values.
• Sales: sell simple products and support sales teams where needed.
• Operational Compliance: adhere to policies and codes of conduct and report noncompliance.
• Personal Capability Building: pursue training and external accreditation to improve performance.

Skills

Action Planning

Client Management

Computer Literacy

Data Analysis

Database Reporting

Data Compilation

Data Interpretations

Evaluating Information

Management Reporting

Numerical Aptitude

Oral Communications

Professional Presentation

Report Review

Sales Software

Statistical Analysis Techniques

Education

NQF Level 5 - Higher, Advance or Occupational Certificate or equivalent

Job description

Old Mutual South Africa is seeking a capable professional to develop and implement account strategies, analyze data, and provide informed financial and business guidance within a client-focused environment.

The role emphasizes building relationships with key decision-makers, delivering reliable insights, and ensuring adherence to regulatory standards while supporting sales and back-office activities.