About Old Mutual

Old Mutual is a premium African financial services group that provides the best of both worlds to its customers – the financial strength and expertise of an established player, combined with the agility and innovation of a forward-thinking company.

Role Context

We are seeking a highly motivated and experienced Senior Relationship Officer to join our team. This role is crucial in managing and growing our client relationships, ensuring customer satisfaction, and driving business growth.

Responsibilities

The Senior Relationship Officer will be responsible for:

• Developing and maintaining strong, long-term relationships with a portfolio of high-value clients.
• Understanding client needs and providing tailored financial solutions.
• Identifying opportunities for cross-selling and up-selling of Old Mutual products and services.
• Achieving and exceeding sales targets and business objectives.
• Providing exceptional customer service and support.
• Monitoring market trends and competitor activities to inform strategies.
• Collaborating with internal teams to ensure seamless service delivery.

Qualifications and Requirements

The ideal candidate will possess:

• A Bachelor's degree in Business Administration, Finance, Marketing, or a related field.
• Proven experience as a Relationship Officer or in a similar client-facing role within the financial services industry.
• Strong understanding of financial products and services.
• Excellent communication, interpersonal, and negotiation skills.
• Demonstrated ability to build and maintain strong client relationships.
• Proven track record of meeting sales targets.
• Proficiency in MS Office Suite and CRM software.

Experience Needed

A minimum of 3-5 years of relevant experience in relationship management within the financial sector.

Additional Details

This is a full-time position based in Nairobi. We offer a competitive salary, performance-based incentives, and opportunities for professional development.

• Developing and maintaining strong, long-term relationships with a portfolio of high-value clients.
• Understanding client needs and providing tailored financial solutions.
• Identifying opportunities for cross-selling and up-selling of Old Mutual products and services.
• Achieving and exceeding sales targets and business objectives.
• Providing exceptional customer service and support.
• Monitoring market trends and competitor activities to inform strategies.
• Collaborating with internal teams to ensure seamless service delivery.

• Excellent communication, interpersonal, and negotiation skills.
• Demonstrated ability to build and maintain strong client relationships.
• Proven track record of meeting sales targets.
• Proficiency in MS Office Suite and CRM software.

• A Bachelor's degree in Business Administration, Finance, Marketing, or a related field.
• Proven experience as a Relationship Officer or in a similar client-facing role within the financial services industry.
• Strong understanding of financial products and services.