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Client Relationship Manager at Old Mutual

  • Full Time
  • Blantyre, Malawi
  • Applications have closed
  • Salary: 000

Old Mutual

Job Description

Provide administrative support in our retention strategy and on the spot service to platinum and all corporate clients.
• Collective data details of arrears, financial statements, discontinued funds, contractual documents, trustees training, staff briefings, retirement planning program, movement of dormant list and make follow-ups with Employee Benefits Operations and Clients Services on client queries.

 

 

  • Ensuring effective operations within the Old Mutual Pension Services Company/Old Mutual Life Assurance Company Customer Retention/Client Relationship Division.
  • Proactively managing client relationships for Old Mutual Pension Services Company/Old Mutual Life Assurance Company Silver and Bronze clients.
  • Providing alternative solutions and facilitating cross selling of products takes place.
  • Managing a portfolio of existing silver and bronze clients (small portfolios) and recommending enhanced products to suit client’s needs.
  • Conducting presentations to   corporate clients.
  • Responsible for the delivery of the new business sales targets as contracted.
  • Responsible for the retention of existing clients in line with the Old Mutual Pension Services Company/Old Mutual Life Assurance Company strategy.
  • Reviewing client product portfolio regularly.
  • Determining operational implications of Old Mutual Pension Services Company/Old Mutual Life Assurance Company business strategy to client retention.
  • Responsible for providing continuous feedback to Client Servicing and Operations department for the improvement of Old Mutual Pension Services Company/Old Mutual Life Assurance Company value proposition.