Direct Clients Manager – Old Mutual

The Role

This role is responsible for managing a portfolio of Orion Direct Sub-Fund clients, by providing a full spectrum of products and services with a view of retaining and growing the Old Mutual Corporate Segment (OMCS) business.

The successful candidate should substantially meet the following minimum requirements:

• Namibian Citizen
• B. Degree in Marketing, Economics or Business Studies plus 3 years benefit consulting and pension fund industry experience.
• An assertive self-starter with excellent organisational skills.
• Good communication and presentation skills.
• Well organized and attentive to details.
• Excellent relationship building and conflict handling skills.
• The ability to work under pressure while maintaining excellent client relationships and high service levels;
• Fluent in English;
• The ability to converse in the other local languages will be an advantage; and
• Drivers’ licence.

Duties and responsibilities include:

• Manage and retain the portfolio of Direct Orion Sub-Funds, recommending enhanced products / services to suit the client’s needs;
• Conduct Management Committee meetings and presentations to Orion Direct clients;
• Manage client relationships proactively;
• Prepare and implement a strategy for servicing the direct portfolio of clients;
• Assist with managing Group Assurance Products (risk benefits) and processes;
• Manage support staff;
• Work closely with Corporate Segment Management to ensure that all contracted client deliveries relevant to the Corporate Segment business are achieved; and
• Collaborate with other OMCS teams to deliver a top-quality service to Orion Direct clients.

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