Old Mutual Limited (OML) is a premium African financial services group that offers a broad spectrum of financial solutions to retail and corporate customers across key markets in 14 countries.
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Job Description
- We have an exciting role within the software engineering team as a Senior Software Engineer with the Policy Administration System also known as PAS. In this role you will be doing but not limited to solution design, development, implementation, testing, data conversion, documentation, and system enhancements. You will be working within an agile team utilizing the SAFe 6 methodologies. The team is formed of vibrant individuals who work together to deliver business deliverables. The organization is currently on a technology transitioning, meaning great opportunities to expand your knowledge skill base to match the ever-demanding world of Software Engineering
Critical objectives and responsibilities:
- Degree in Computer Science or related qualification
- 5 - 8 years’ experience
- Experience in Agile Methodology
- Exposure to AWS or related cloud infrastructure
- Experience with CI/CD
Skills:
- Programming Language fundamentals
- Version Control
- Testing and Debugging
- DevOps Basic
- Cloud Basics
- AWS or Related Cloud Computing Solution
- Insurance Exposure
- Component Based Architecture-Micro-Frontend Frameworks
- Radar Live
- Azure DevOps
- Business Event Management or related
- Quarkus Framework
- Docker and Containerization
- TIA or related PAS
- Oracle DB or Related Relational Database
- PL/SQL Language
- Design, code, develop, test and implement integration and supporting application development components and systems. Perform business analysis and software analysis. May coordinate projects and perform system maintenance activities.
- OML roles mapped to this profile are: CICD and Platform Engineer, Intermediate Platform Engineer, API Software Engineer, Platform Engineer - LVL 3
- Software Engineer, ServiceNow Platform Engineer, Intermediate Software Engineer
- Software Engineer – API, Software Engineer - Intermediate Web Developer, Specialist: Network and Voice, Software Infrastructure Specialist, Lead Analyst Programmer, OMF IT Analyst Programmer, TIA Oracle Developer and Senior Front End Developer.
Responsibilities
- Application Software Development
- Develop existing applications and contribute to development of new applications by analyzing and identifying areas for modification and improvement. Develop new routine applications to meet customer requirements.
Applications Software Maintenance
- Monitor, identify, and correct more complex software defects to maintain fully functioning applications software.
Design and Conceptualization
- Produce multiple concepts and prototypes to design digital products/services.
Technical Developments Recommendation
- Discuss and recommend technical developments to improve the quality of the website/portal/applications software and supporting infrastructure to better meet users’ needs.
Application Software Road Map
- Contribute to and maintain a roadmap to facilitate application software development and ensure the development work is prioritized in line with business requirements.
Faults Diagnosis and Correction
- Provide fault isolation and resolution to limit and address issues promptly.
Documentation
- Create and maintain complex technical and/or user documentation to a high standard.
Testing Information Technology (IT) Performance
- Design and perform website/applications software tests and respond to user emails to monitor, diagnose, and correct performance issues.
Operational Compliance
- Maintain and renew a deep knowledge and understanding of the organization's policies and procedures and of relevant regulatory codes and codes of conduct, and ensure own work adheres to required standards. Or identify, within the team, patterns of noncompliance with the organization's policies and procedures and with relevant regulatory codes and codes of conduct, taking appropriate action to report and resolve these and escalating issues as appropriate.
Information Security
- Implement required security measures, such as firewalls or message encryption, and provide input on their design, monitoring performance to notify security experts of any problems.
Horizon Scanning
- Explore and develop a detailed understanding of external developments or emerging issues and contribute to the evaluation of their potential impact on, or usefulness to, the organization.
Data Collection and Analysis
- Conduct research using primary data sources, and select information needed for the analysis of key themes and trends.
Analysis of "As Is" and "To Be"
- Document "as is" and "to be" processes and describe the changes required to migrate to the "to be" capability to record accurately the change required.
Technical Database Support
- Design distribution of basic database resources and provide physical modeling and design services to tune database applications for optimum performance.
Skills
- Action Planning, Application Development, Business Process Design, Computer Literacy, Data Management, Data Modeling, Evaluating Information, Identifying Customer Needs, Information Technology (IT) Support, Market Analysis, Oral Communications, Product Development, Technical Support, Technical Troubleshooting, Test Case Management, User Requirements Documentation, Web Development
Competencies
- Business Insight
- Collaborates
- Communicates Effectively
- Courage
- Cultivates Innovation
- Decision Quality
- Drives Results
- Ensures Accountability
Education
- NQF Level 7 - Degree, Advance Diploma or Postgraduate Certificate or equivalent
Closing Date
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Job Description
- Old Mutual Insure is looking for an Automation Tester. You will design, implement, and conduct test and evaluation procedures to ensure system requirements are met. Analyse/assimilate project documentation to build a thorough understanding of the business and technical requirements of systems to be tested.
You would:
- Perform System testing on large scale projects and update testing repositories with results & error details and route calls to developer leads.
- Design tests and test suites to perform manual testing, such as exploratory testing and ad-hoc testing.
- Design and track quality assurance metrics such as test coverage, defects, test results and test status.
- Develop automated test scripts for new features based on acceptance criteria and use stories during each development sprint.
- In collaboration with the SAFe Agile team plan and develop automated test methodologies.
- Perform integration testing, smoke testing, acceptance testing and general black box testing.
- Verify that test cases are performed against test plans to enable clear and accurate reporting of test results and progress.
- Test and Quality Assure components that are categorised as significant or major changes prior to migration into the production environment to ensure that these components operate according to specified requirements.
- Participate in both Automation and performance testing.
- Act as an independent verifier of data against source data and document any discrepancies.
- Develop, maintain, and upgrade automated test scripts and architectures for application products.
- Evaluate, recommend, and implement automated test tools and strategies.
- Update test repositories with a copy of technical specification, test results and route call to Product Support Services resolver group manager (defect / enhancement).
- Identify and document problems and issues, providing specific guidance on root-cause and remediation.
- Maintain and provide controls for multiple test software and hardware baselines.
Non-negotiable:
- 5-8 years’ Insurance experience.
- 5-10 years’ experience in field of IT Testing.
- Hands-on experience in all/multiple phases of automation (unit, functional, automation, performance, etc), as well as clear understanding of continuous integration, continuous test and continuous delivery/deployment methodologies
- Knowledge and familiarity of Agile approaches (XP, Kanban, FDD, TDD), and methodologies, as well as experience with scaled agile (SAFe, LeSS, DaD). Diligent at applying Scrum principles, practices, and theory.
Competencies
- Action Oriented
- Collaborates
- Communicates Effectively
- Courage
- Customer Focus
- Decision Quality
- Ensures Accountability
- Instills Trust
Closing Date
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Job Description
- Old Mutual is looking for an experienced, results-driven Senior Product Owner to lead the development and execution of our Rewards Program. As a Propositional Owner, you will be responsible for the end-to-end ownership of the Rewards proposition, from strategy and conceptualization to implementation and optimization.
- This role requires a leader with deep expertise in customer value propositions, loyalty programs, and a passion for driving customer engagement through personalized and innovative rewards solutions.
KEY RESPONSIBILITIES:
Proposition Ownership:
- Own and lead the entire lifecycle of the Rewards proposition, ensuring alignment with Old Mutual’s overall strategic goals and customer needs.
- Develop and maintain a clear product roadmap for the Rewards program, identifying opportunities for differentiation and growth.
- Define and refine the customer value proposition, ensuring the Rewards program is highly relevant, engaging, and delivers measurable customer benefits.
- Leverage data and insights to create a hyper-personalized rewards experience, tailoring offerings to individual customer preferences and behaviors.
End-to-End Delivery:
- Oversee all aspects of the product development process, from ideation to execution, working closely with cross-functional teams including IT, marketing, operations, and customer experience.
- Drive the successful implementation of Rewards initiatives, ensuring that projects are delivered on time, within scope, and meet quality standards.
- Continuously improve the customer experience by optimizing rewards offerings, user journeys, and engagement touchpoints.
- Business as usual running of the Rewards programme
Strategic Leadership:
- Collaborate with senior leadership to shape the strategic direction of the Rewards program and align it with Old Mutual’s broader financial wellness and customer engagement goals.
- Develop and present business cases to justify investments in new rewards initiatives and enhancements.
- Drive innovation by staying on top of market trends, competitive offerings, and emerging technologies in loyalty programs and customer engagement.
Customer & Stakeholder Engagement:
- Act as the primary advocate for the Rewards proposition, both internally and externally.
- Engage with key stakeholders, including customer insights teams, partners, and external vendors, to co-create solutions that enhance the program's value.
- Leverage feedback from customers, agents, and other stakeholders to iterate on the proposition and deliver an exceptional customer experience.
Team Leadership & Collaboration:
- Lead a multidisciplinary team of product managers, marketers, and developers to deliver the Rewards proposition.
- Foster a culture of collaboration, innovation, and accountability within the team, ensuring alignment with the broader organization.
- Provide mentorship and guidance to Actuarial SME’s and team members to develop future leaders.
Competencies Required:
- Strong track record of managing end-to-end product lifecycles, from strategy through execution and optimization.
- Deep understanding of customer value propositions, loyalty program dynamics, and customer segmentation.
- Ability to translate customer insights and data into actionable product strategies.
- Experience working with data analytics and customer behavior insights to drive personalized experiences.
- Strong leadership and team management skills, with the ability to inspire and lead cross-functional teams.
- Excellent stakeholder management and communication skills, with experience influencing at senior levels.
- Experience in delivering digital-first customer experiences, with a focus on innovation and user-centric design.
MINIMUM REQUIREMENTS
- Actuarial, Mathematics or Engineering Background
- Proven experience as a Product Owner or Propositional Owner, ideally in a loyalty or rewards program, financial services, or customer engagement context.
Preferred Experience:
- Experience in financial wellness, fintech, or insurance industries.
- Understanding of design thinking principles and agile methodologies.
- Strategic thinker with a customer-first mindset and a passion for building high-impact products.
- Manages Scrum teams to transfer the project/product vision to design, development, and delivery. Guides the team through the product backlog toward building the right product, considering the vision, planning, and budgets of the business, customers, or use.
Responsibilities
- Digital Strategy/Transformational Projects Execution
- Oversee digital assets and orchestrate how the company can successfully leverage them to gain and maintain a competitive advantage.
- Product and Solution Development
- Take overall responsibility for designing, developing, and delivering the strategic plan for product development for a significant area of the business.
- Project Team Management
- Lead large project teams (or multiple small- to medium-sized teams); define the project vision, communicate the necessary outcomes, and provide guidance to achieve these outcomes; coordinate team actions across project activities; coordinate the flow of additional team members on and off the team, as needed; and build the capability of the team through training, coaching, and mentoring.
- Digital Vision and Strategy
- Define and set the digital strategy, working with both internal and external stakeholders to build and communicate the strategic importance of digital while aligning with broader organizational strategy.
- Agile Release Planning
- Plan and replan software releases for multiple related business-critical programs as they are produced to ensure timely updates and to deliver the planned benefits as early as possible in the project or program.
- Agile Backlog Management
- Review the backlog of work for a business-critical program and reprioritize the work and the deployment of project resources to reduce costs and increase the value of the work delivered to the business.
- Product Management
- Take responsibility for all aspects of a life cycle of a group of products, including long- and short-term development and marketing. Stay abreast of trends in the marketplace to ensure the products' competitive position.
- Horizon Scanning
- Identify new external developments and/or emerging issues within an area of technology or business function and evaluate their potential impact on, or usefulness to, the organization.
- Project Benefit Realization
- Lead the development and implementation of a strategy to ensure that intended business benefits are realized across a program.
- Culture of Innovation
- Define the execution plan to disseminate innovative capabilities across the businesses, helping people develop these competencies and enabling them to innovate through solutions such as idea generation platforms, jam sessions, and hackathons.
- Project Risk and Issue Management
- Ensure that risks, issues, dependencies, and constraints are managed appropriately at project level. Where risks or issues threaten delivery of the project, develop and agree on recovery plans.
- Application Software Road Map
- Define and maintain a roadmap to facilitate complex application software development and ensure the development work is prioritized in line with business requirements.
- Performance Management
- Manage and report on performance within the department or area of responsibility; set appropriate performance objectives for direct reports and hold individuals accountable for achieving them; take appropriate corrective action where necessary to ensure the achievement of annual business objectives.
- Personal Capability Building
- Act as subject matter expert in an area of technology, policy, regulation, or operational management for the team and beyond in the function. Maintain external accreditations and in-depth understanding of current and emerging technologies, external regulation, and industry best practices through continuing professional development, attending conferences, and reading specialist media.
Skills
- Actuarial Science, Adaptive Thinking, Agile Project Management, Change Management, Executing Plans, Managing Stakeholder Expectations, Policies & Procedures, Policy Development, Product Development Management, Project Communications Management, Project Life Cycle Management, Project Performance Management (PM), Project Quality Assurance, Project Scope Management
Competencies
- Action Oriented
- Balances Stakeholders
- Business Insight
- Cultivates Innovation
- Decision Quality
- Develops Talent
- Drives Engagement
- Drives Results
Education
- Fellow Of Actuarial Society Of South Africa (FASSA) (Required), NQF Level 9 – Masters
Closing Date
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Job Description
- Old Mutual Finance was established in 2008 to provide unsecured lending products and services to the SA market. The business started with a staff compliment of 34 and has since grown to over 3000 staff with more than 300 branches nationally. Within our branches we offer insurance, lending products as well as servicing.
- Old Mutual Finance is currently seeking to hire a OMF Head of Impairments. The successful incumbent will report to the Chief Credit Officer.
- This role oversees all activities pertaining to IFRS 9 Expected Loss Modelling, including development, maintenance, optimisation and monitoring. In addition, this role will be a key stakeholder in strategies to shape portfolio trends while considering how these strategies may influence impairment outcomes.
Key Result Areas
- Development of IFRS9 Credit impairment models.
- Develop diagnostic methods to quantify changes in provision due to both external and internal changes to credit risk environment.
- Provide information to both internal and external auditors to ensure their accurate understanding and analysis of the portfolio.
- Oversee and develops processes for model monitoring.
- Oversee and complete testing on model assumptions, theory, empirical evidence, implementation and limitations.
- Perform routine analysis for model performance monitoring and model review, maintaining current model inventory for validation and audit compliance.
- Participate in development, review and execution of credit methodologies and stress testing, valuation and forecasting models for the lending portfolio.
- Prepare reports and presentations, delivering information for use in executive reports and financials.
- Work with teams on-site and remotely to drive projects and work streams forward.
- Manage engagements with internal and external audit with respect to impairment model outcomes
- Provide insight into how key strategic decisions across the credit life cycle may impact both impairment outcomes as well as consider how these changes impact the loan portfolio.
- Provide expert opinion and detailed, comprehensive explanation of movements in drivers and results.
- Responsible for the development and upskilling of both the impairment team as well as contributing to the development of analysts in the wider credit team
Minimum Requirements
- Graduate qualification in Mathematics, Statistics or related disciplines
- 8+ Years working with credit and Impairments / provisions modelling
- Strong reporting and analytics background within Retail banking.
Personal competencies
- Ability to multi task
- Stakeholder management
- Ability to convince and influence
- Ability to translate technical outcomes into tangible business impacts
- Oversees the development of quantitative financial risk models and takes full accountability for all models, including model building, maintenance and audits.
Responsibilities
- Data Collection and Analysis
- Make authoritative recommendations that have a significant impact on the business over the short and long term. Recommendations could be technical or professional in nature.
- Data Exploration
- Lead the performance and integration of highly sophisticated analytics to promote understanding of different business areas or critical business challenges/opportunities.
- Advanced and Predictive Analytics
- Deploy advanced and predictive analytics across the company by identifying compelling business cases, establishing synergies with different technologies, defining implementation road maps, and consulting with various business departments to derive actionable recommendations and customize solutions.
- Risk Scenario Modeling
- Undertake strategic and tactical risk modeling and scenario planning for business-critical decisions to support business strategy and to identify and mitigate risk in line with the risk appetite. Advise on modeling of risk scenarios to comply with the risk appetite.
- Insights and Reporting
- Establish business-critical strategies to create, present, and communicate high-impact data and analytics insights and recommendations to critical internal and external stakeholders.
- Information and Business Advice
- Provide authoritative specialist advice to the leadership team of a small or nationally based organization or subsidiary to guide the implementation of policy and the design and implementation of projects and change initiatives.
- Business Performance Metrics
- Manage the strategic creation and monitoring of organization-specific key performance indicators, developing comprehensive metrics, and reports to measure progress and inform decisions.
- Operational Compliance
- Ensure that business activities within a significant area of responsibility comply with relevant external regulatory and/or voluntary codes and with internal policies to minimize business risk and protect the reputation of the organization.
- Personal Capability Building
- Act as subject matter expert in an area of technology, policy, regulation, or operational management for the function. Maintain external accreditations and in-depth understanding of current and emerging technologies, external regulation, and industry best practices through continuing professional development, attending conferences, and reading specialist media.
Competencies
- Business Insight
- Cultivates Innovation
- Manages Complexity
- Optimizes Work Processes
- Situational Adaptability
- Strategic Mindset
Education
- Bachelors Degree (B) (Required)
Closing Date
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Aspires to be a Financial Advisor
- We are looking for self-motivated and dynamic individuals who have a passionate entrepreneurial spirit to join one of Africa's leading insurance companies.
- The role at a glance is about championing our valued customers to achieve their lifetime goals by identifying their financial needs, providing sound financial advice, recommending and implementing "fit for purpose" financial plans and solutions.
Competencies
- Action Oriented
- Balances Stakeholders
- Builds Networks
- Collaborates
- Communicates Effectively
- Customer Focus
- Decision Quality
- Ensures Accountability
Education
- Bachelors Degree (B), High School (Grade 12) (Required)
Closing Date
go to method of application »
Aspires to be a Financial Advisor
- We are looking for self-motivated and dynamic individuals who have a passionate entrepreneurial spirit to join one of Africa's leading insurance companies.
- The role at a glance is about championing our valued customers to achieve their lifetime goals by identifying their financial needs, providing sound financial advice, recommending and implementing "fit for purpose" financial plans and solutions.
Competencies
- Action Oriented
- Balances Stakeholders
- Builds Networks
- Collaborates
- Communicates Effectively
- Customer Focus
- Decision Quality
- Ensures Accountability
Education
- Bachelors Degree (B), High School (Grade 12) (Required)
Closing Date
go to method of application »
Aspires to be a Financial Advisor
- We are looking for self-motivated and dynamic individuals who have a passionate entrepreneurial spirit to join one of Africa's leading insurance companies.
- The role at a glance is about championing our valued customers to achieve their lifetime goals by identifying their financial needs, providing sound financial advice, recommending and implementing "fit for purpose" financial plans and solutions.
Competencies
- Action Oriented
- Balances Stakeholders
- Builds Networks
- Collaborates
- Communicates Effectively
- Customer Focus
- Decision Quality
- Ensures Accountability
Education
- Bachelors Degree (B), High School (Grade 12) (Required)
Closing Date
go to method of application »
Aspires to be a Financial Advisor
- We are looking for self-motivated and dynamic individuals who have a passionate entrepreneurial spirit to join one of Africa's leading insurance companies.
- The role at a glance is about championing our valued customers to achieve their lifetime goals by identifying their financial needs, providing sound financial advice, recommending and implementing "fit for purpose" financial plans and solutions.
Competencies
- Action Oriented
- Balances Stakeholders
- Builds Networks
- Collaborates
- Communicates Effectively
- Customer Focus
- Decision Quality
- Ensures Accountability
Education
- Bachelors Degree (B), High School (Grade 12) (Required)
Closing Date
go to method of application »
Aspires to be a Financial Advisor
- We are looking for self-motivated and dynamic individuals who have a passionate entrepreneurial spirit to join one of Africa's leading insurance companies.
- The role at a glance is about championing our valued customers to achieve their lifetime goals by identifying their financial needs, providing sound financial advice, recommending and implementing "fit for purpose" financial plans and solutions.
Competencies
- Action Oriented
- Balances Stakeholders
- Builds Networks
- Collaborates
- Communicates Effectively
- Customer Focus
- Decision Quality
- Ensures Accountability
Education
- Bachelors Degree (B), High School (Grade 12) (Required)
Closing Date
go to method of application »
Job Description
- This role assists the Human Capital Team with various generalist HR responsibilities. It provides immediate response to administrative requirements in accordance with SLA parameters, in a processing environment. The incumbent is individually accountable for achieving results through own effort.
- Follows standardised processes and provides administrative support in line with normal business functioning
- Assists with the analysis of HR data, and the supply of recommendations of HR interventions and improvements that will enhance people performance.
- Supports HR Consultants, HR Business Partners in the implementation of organisational development, effectiveness and employee engagement initiatives when required.
- Supports the implementation of change initiatives when required.
- Assists with implementing people plan initiatives and HR processes in your respective client areas.
- Delivers with discipline the HR Calendar in client areas according to agreed timelines.
- Adheres to HR controls and protocols.
Requirements:
- Degree or Diploma in Human Resources or any other related field.
- Ability to work under pressure with attention to detail.
- Valid driver's licence.
- Be willing to travel when required.
- The above summary is in line with MFC Segment expectations. More detail is provided below:
- Fulfills various tasks and assignments and completes rotations in a range of areas related to professional services, under varying levels of supervision. Develops the necessary skills and capabilities to move into a specific role in the organisation.
Responsibilities
- Client Issue Diagnosis
- Collate and conduct initial analysis of the information gathered through interviews and research to support the diagnosis of underlying client issues and problems and the design of single solutions.
- Customer Service
- Provide a quality service to customers while identifying opportunities to secure new business or support retention. Responsibilities may include processing cases, dealing with complex queries, and investigating and resolving customer problems.
- Community of Practice Management
- Participate in a community of practice in a defined area of expertise or consulting to begin to build own expertise.
- Product/Service Information
- Provide advanced product/service information.
- Data Collection and Analysis
- Extract relevant data from information provided by others, and input it into spreadsheets or standard formats.
- Knowledge Management
- Collect and create content, best practices, and case studies to capture and share knowledge.
- Personal Capability Building
- Develop and maintain excellent process or technical skills by participating in assessment and development planning activities as well as formal and informal training and coaching.
- Solutions Analysis
- Find the most effective ways to respond to routine functional inquiries. Involves following procedures and precedents.
- Operational Compliance
- Develop working knowledge of the organization's policies and procedures and of regulatory codes and codes of conduct relevant to own work, adhering to mandatory procedures to ensure own work is undertaken to the required standards.
- Improvement/Innovation
- Support others by implementing improvements and carrying out simple change management tasks.
Skills
- Action Planning, Analytical Thinking, Business Case Development, Current State Assessment, Customer Service, Customer Service Delivery, Customer Service Operations, Data Compilation, Data Modeling, Developing Creative Solutions, Evaluating Information, Legal Practices, Oral Communications, Service to Sales, Solution Analysis
Competencies
- Collaborates
- Communicates Effectively
- Customer Focus
- Ensures Accountability
- Manages Complexity
- Optimizes Work Processes
- Organizational Savvy
- Plans and Aligns
Education
- Bachelors Degree (B): Human Resource Management (Required)
Closing Date
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Job Description
- This role acts as custodian of customer knowledge and the experience customers (and in time advisers) have across the Goals, Rewards and Digital portfolio. The incumbent is individually accountable for achieving results through own efforts in collaboration with cross-functional teams that span segments, propositions and group customer functions.
- Development and management of the Customer Knowledge Capability
- Conduct/source market/trend research as well as competitor analysis to develop the Goals,
- Rewards and Digital (the portfolio) customer knowledge capability. Sources include segment personas and CVP's, group level IFS personas/CVP's, reports from Group Knowledge and
- Insights, learnings from the outputs of Design research. (NB. CVP development will be done by proposition team/s; CX Specialist to provide input).
- Develop, implement, maintain and report on strategic and tactical research that contributes to market leading CX.
- Translate and synthesise customer insights for consumption by the portfolio.
- Create the mechanisms and forums to cascade learnings across the portfolio to shape propositions and customer experience.
- Develop the customer-led strategy narrative for Business Plan and strategy cascade. Ensure
- CX is considered across portfolio scorecards.
- Act as the 'bridge'/connector between segment Customer Solutions teams and the portfolio for insights collection and application to ensure the portfolio has intimate knowledge of the user behind design.
- Act as the 'bridge'/connector between the Customer COE and the portfolio for cascade of group frameworks (CX vision, guidelines, trust framework, customer journey mapping frameworks etc.).
- Advocate for the customers’ needs in the development and deployment of portfolio products and propositions through active participation in the Product Development Lifecycle. Work with the various delivery teams in the portfolio and in the broader ecosystem to design and deliver market-leading end to end customer experiences. This includes experiences related to channels, rewards partners, goals and customer service.
- Understand the requirements and rights of customers, with particular focus on the Consumer
- Protection Act, Market Conduct, POPI and PPR and ensure that adequate standards and processes are set within the portfolio to ensure compliance with these requirements.
- Act as custodian on customer-level reporting on these matters as required at group level.
Qualifications and Experience requirements:
- Bachelor's Degree in marketing, technology, business administration, or a related field. An Honours or Masters degree is a plus.
- 3-5 years proven, relevant track record in CX design and delivery, preferably in financial services.
- In-depth knowledge of CX development methodologies, tools and industry best practices.
- Strong ability to lead with influence across cross-functional teams without direct reporting lines.
- Excellent analytical and problem-solving abilities, with a data-driven approach to decision-making.
- Strong project management skills, with the ability to manage multiple initiatives and meet deadlines. Experience in operating in an Agile environment an advantage. Exceptional verbal and written communication/presentation skills, with the ability to articulate complex concepts to diverse stakeholders. Up-to-date knowledge of current and emerging digital trends, technologies, and user experience best practices in financial services.
- Leads the implementation of the customer experience strategy and continuously evaluates business practices and methods to improve customer interactions. Advocates for the consumers’ needs in the development and deployment of projects and strategies across the organisation. Responsible for the cross-functional engagement of executive leaders. Leads the implementation of strategies and tactics for various customer Life Cycle touch points across the value chain to ensure optimal customer experience.
Responsibilities
- Functional Strategy Formation
- Lead the development and implementation of strategy for an important area of responsibility within a function, anticipating complex issues, challenges, and opportunities and ensuring integration with wider functional strategy.
- Strategy Formation and Implementation
- Develop tactical plans for optimizing resources and assets being managed within a significant area or department.
- Customer Needs/Experience Research
- Lead the design and execution of approaches, tools, procedures, and initiatives (e.g., voice of the customer) that enable insight into customer segments, trends, needs, and expectations.
- Customer Experience Mapping
- Lead a range of stakeholders in the development of the ideal customer journey, incorporating concepts of reachability, convenience of service and purchase, personalization, ease of use, and flexibility.
- Customer Needs Clarification
- Consult with a range of customer representatives at different levels to identify the outcomes they require, introducing relevant internal specialists and utilizing their expertise to gather and analyze complex customer data, clarify medium- to long-term customer needs, and develop and agree to a specification of customer requirements.
- Business Planning
- Develop and propose annual business plans for a given area or department, ensuring alignment with strategy. Recommend financial and headcount budgets; propose business targets, for example, revenues or other key performance indicators (KPIs); and schedule key activities/projects, ensuring integration with other elements of the organization.
- Leadership and Direction
- Identify and communicate the actions needed to implement the function's strategy and business plan within the business area or department; explain the relationship to the broader organization's mission, vision, and values; motivate people to commit to these tenets and do extraordinary things to achieve local business goals.
- Budgeting
- Manage budget plans for a department. May involve development or delivery or both.
- Stakeholder Engagement
- Identify and manage stakeholders up to and including management level, finding out their needs, issues, and concerns and reacting to them by leading and coordinating the development of stakeholder engagement plans to support the communication of business information and decisions.
- Performance Management
- Manage and report on performance within the department or area of responsibility; set appropriate performance objectives for direct reports and hold individuals accountable for achieving them; take appropriate corrective action where necessary to ensure the achievement of annual business objectives.
- Organizational Capability Building
- Evaluate the capabilities of staff within the department to identify gaps and prioritize development activities. Implement the organization's formal development frameworks within the area of responsibility. Coach and mentor others to support the development of the organization's talent pool.
- Organization Structure
- Contribute to the definition of organization structure by recommending reporting lines, identifying interfaces between elements of the organization, and proposing roles and responsibilities, to align with the corporate structure and organization principles.
- Customer Experience Strategy
- Lead the implementation of the customer experience business plan, ensuring the right resources are in place to execute on the customer experience strategy across the various stages of the customer and product life cycle.
Skills
- Accountability, Action Planning, Adaptive Thinking, Agile Project Management, Current State Assessment, Customer Experience (CX), Customer Experience Design, Data Analysis, Data Compilation, Executing Plans, Identifying Customer Needs, Market Analysis, Market Research Analysis, Oral Communications, Presenting Solutions, Strategic Planning, Taking Initiative, Target Market Segmentation
Competencies
- Builds Effective Teams
- Business Insight
- Communicates Effectively
- Customer Focus
- Financial Acumen
- Manages Complexity
- Nimble Learning
- Optimizes Work Processes
Education
Closing Date
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Job Description
- To provide excellent client service and financial education and to achieve targets through the marketing and selling of Old Mutual and other products. The incumbent is individually accountable for achieving results through own efforts
- Meets monthly sales targets in terms of lending and other products.
- Meets collections and arrears targets in terms of lending products.
- Educates clients on responsible use of credit and effective money management.
- Establishes a new business pipeline through marketing, lead generation and tracking.
- Adheres to internal, regulatory and legislative governances to ensure quality business and mitigate risk.
- Facilitates intra branch referrals by building mutually beneficial relationships with other business units.
- Provides excellent face to face and telephonic service to customers.
- Builds sustainable relationships that enhances the brand.
- Delivers on daily production standards and adheres to service and quality standards
Competencies
- Balances Stakeholders
- Builds Networks
- Communicates Effectively
- Customer Focus
- Ensures Accountability
- Instills Trust
- Interpersonal Savvy
- Manages Complexity
Closing Date
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Job Description
Requirements:
- Matric, Financial Services industry experience advantageous, Clear Credit and Criminal record. Good communication skills (written and verbal), Presentations skills an added advantage
- Provides specialist knowledge and executes account development strategies and sales business plans in order to achieve medium-sized sales targets.
Responsibilities
- Data Collection and Analysis
- Collate and analyze data using preset tools, methods, and formats. Involves working independently.
- Information and Business Advice
- Resolve queries from internal or external customers or suppliers by providing information on complex processes and the related policies, referring issues to others where necessary for interpretation of policy.
- Document Preparation
- Prepare moderately complex documents using a variety of applications for technology devices, such as standard office software. Also responsible for gathering and summarizing data for reports.
- Insights and Reporting
- Extract and combine data to generate standard reports.
- Customer Relationship Management / Account Management
- Make calls (by telephone or in person) to allocated customers to maintain and strengthen existing relationships. Act as a first point of contact for resolving customer queries and complaints.
- Financial Advice
- Conduct comprehensive financial planning and advice services for more complex client situations.
- Sales
- Deliver mostly routine sales support services.
- Operational Compliance
- 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.
- Personal Capability Building
- Develop own capabilities by participating in assessment and development planning activities as well as formal and informal training and coaching. Develop and maintain an understanding of relevant technology, external regulation, and industry best practices through ongoing education, attending conferences, and reading specialist media.
Skills
- Accounting, Action Planning, Computer Literacy, Data Analysis, Database Reporting, Data Compilation, Data Interpretations, Evaluating Information, Large Group Presentations, Management Reporting, Numerical Aptitude, Oral Communications, Report Review, Sales Software, Statistical Analysis Techniques
Competencies
- Communicates Effectively
- Customer Focus
- Decision Quality
- Ensures Accountability
- Manages Complexity
- Optimizes Work Processes
- Plans and Aligns
- Tech Savvy
Education
- Matriculation Certificate (Matric) (Required)
Closing Date
go to method of application »
Job Description
Requirements:
- Matric, Financial Services industry experience advantageous, Clear Credit and Criminal record. Good communication skills (written and verbal), Presentations skills an added advantage
- Provides specialist knowledge and executes account development strategies and sales business plans in order to achieve medium-sized sales targets.
Responsibilities
- Data Collection and Analysis
- Collate and analyze data using preset tools, methods, and formats. Involves working independently.
- Information and Business Advice
- Resolve queries from internal or external customers or suppliers by providing information on complex processes and the related policies, referring issues to others where necessary for interpretation of policy.
- Document Preparation
- Prepare moderately complex documents using a variety of applications for technology devices, such as standard office software. Also responsible for gathering and summarizing data for reports.
- Insights and Reporting
- Extract and combine data to generate standard reports.
- Customer Relationship Management / Account Management
- Make calls (by telephone or in person) to allocated customers to maintain and strengthen existing relationships. Act as a first point of contact for resolving customer queries and complaints.
- Financial Advice
- Conduct comprehensive financial planning and advice services for more complex client situations.
- Sales
- Deliver mostly routine sales support services.
- Operational Compliance
- 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.
- Personal Capability Building
- Develop own capabilities by participating in assessment and development planning activities as well as formal and informal training and coaching. Develop and maintain an understanding of relevant technology, external regulation, and industry best practices through ongoing education, attending conferences, and reading specialist media.
Skills
- Accounting, Action Planning, Computer Literacy, Data Analysis, Database Reporting, Data Compilation, Data Interpretations, Evaluating Information, Large Group Presentations, Management Reporting, Numerical Aptitude, Oral Communications, Report Review, Sales Software, Statistical Analysis Techniques
Competencies
- Communicates Effectively
- Customer Focus
- Decision Quality
- Ensures Accountability
- Manages Complexity
- Optimizes Work Processes
- Plans and Aligns
- Tech Savvy
Education
- Matriculation Certificate (Matric) (Required)
Closing Date
go to method of application »
Job Description
- A great opportunity to join a growing and focused investment team as an Investment Analyst. The role will give the successful candidate exposure to both local and global capital markets, working within in a dynamic team environment. Pro-activeness and a willingness to take responsibility is rewarded through career growth opportunities and remuneration.
Key responsibilities will include amongst others:
- Investment research across asset classes from a top down perspective.
- Bottom up company/stock research on local and global markets.
- Develop and evaluate financial models on companies.
- Perform valuation analysis on company shares.
- Make investment recommendations based on research conducted.
- Present investment ideas and updates to the investment team and portfolio managers.
- Undertake ad hoc research requests from portfolio managers.
- Keep abreast of current market and industry developments.
- Work alongside the compliance team in monitoring portfolio mandates from a compliance perspective.
- Portfolio performance analysis.
- Be a member of and contribute to model portfolio sub-committees.
- Enhance company brand and profile through media contributions that could include commentary on company result updates, written investment-related articles, journalist interviews and webinar presentations etc.
- Key Results areas:
- Researching and presenting investment ideas based on thorough analysis.
- Presenting emerging investment themes and interesting topics.
- Portfolio manager support.
- Portfolio manager mandate monitoring.
- Investment performance analysis.
- Building company profile through publication of research across numerous media platforms.
Qualifications and Experience required:
- Relevant post-graduate qualification (BComm, BSc, B.Bus.Sci, CA(SA), CFA).
- Minimum of 5 years relevant industry experience.
- Understanding of financial statements and financial analysis.
- Strong quantitative skills/numeracy.
- Critical reasoning skills.
- Intermediate in MS Suite (Excel, Word, Outlook).
- Great communication skills and are able to present ideas clearly in English (both written and verbal).
- A professional approach.
- Pro-active and confident.
- A team player with strong collaboration skills.
- Attention to detail.
- Punctual (meets deadlines).
- Open-minded, inquisitive and assertive.
- A problem solver who is results driven.
- Demonstrable passion for investments.
Competencies
- Business Insight
- Communicates Effectively
- Courage
- Decision Quality
- Ensures Accountability
- Financial Acumen
- Instills Trust
- Manages Complexity
Closing Date
Method of Application
Use the link(s) below to apply on company website.
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