Relationship Officer, Personal Finance

Reposted 2 Days Ago
Be an Early Applicant
Accra, Greater Accra, GHA
In-Office
Entry level
Fintech • Payments • Financial Services
The Role
The role involves selling financial products to customers, meeting sales targets, and ensuring adherence to organizational policies and regulations.
Summary Generated by Built In

Lets Write Africa's Story Together!

Old Mutual is a firm believer in the African opportunity and our diverse talent reflects this.

Job Description

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Provides advice on a specific range of products to a specific allocated market and are individually accountable for achieving results through their own efforts. A performance-driven role with highly competitive commissions and allowances.

Responsibilities
  • Sell products and services directly to customers while following standard protocols. May also involve providing back-office support to a sales team.
  • Design own monthly schedule to meet sales targets and ensure high-priority tasks get done
  • Develop knowledge and understanding of the organization's policies and procedures and of relevant regulatory codes and codes of conduct to ensure own work adheres to those standards. Obtain authorization from a supervisor or manager for any exceptions from mandatory procedure.
  • Identify potential customers by obtaining information, referrals, and recommendations from existing customers.

Skills

Clustering Techniques, Communication Server, Computer Literacy, Computer Network Management, Database Administration, Database Management Systems (DBMS), Data Encoding, Desktop Publishing (DTP), Executing Plans, Expertise Management System, File Management System, Local Area Network (LAN) Management, Network Administration, Office Systems, Oral Communications

Competencies

Action OrientedCommunicates EffectivelyDrives ResultsEnsures AccountabilityPlans and AlignsTech Savvy

Education

Bachelors Degree (B)

Closing Date

30 May 2026 , 23:59

The Old Mutual Story!

Skills Required

  • Bachelor's Degree
  • Computer Networking Skills
  • Database Management Skills
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The Company
Gauteng
12,448 Employees

What We Do

Old Mutual Limited is a listed company on the Johannesburg Stock Exchange and has secondary listings on the London, Malawi, Namibia and Zimbabwe stock exchanges. As a Pan-African financial services company, we are focused on Africa, her needs and her people. Together with you, we have educated our children, given more homes warmth and light, empowered small businesses and improved infrastructure in Africa. Our story will continue #WithAfricaForAfrica

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