Omf Branch Manager (Howick)

Old Mutual

Auckland

On-site

NZD 90,000 - 140,000

Full time

3 days ago

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Job summary

Old Mutual is hiring to lead a small to medium-sized team of advisors, building and maintaining relationships with prospective and existing clients to stimulate demand for financial products and services.

You will communicate local action plans, motivate the team, and manage performance to achieve local business goals while aligning with the organization's mission and vision.

Qualifications

Diploma or equivalent qualification in related field.
Experience in advisory leadership and relationship management is preferred.
Strong sales and account management skills are essential.

Responsibilities

Lead and direct a team of advisors to develop and leverage client relationships.
Develop and implement a customer relationship management plan for existing accounts.
Identify and pursue sales opportunities and new business through referrals and events.
Provide coaching to team members to improve performance and skills.
Monitor budgets and ensure timely delivery of objectives.
Promote customer focus and collaborate with colleagues to satisfy client needs.
Deliver specialized support for key accounts and respond to complex inquiries.
Develop contact plans to communicate product launches and drive campaigns.
Ensure effective two-way information flow and issue resolution with customers.
Oversee operational support and use established systems and protocols.
Support talent development and organizational capability building.

Skills

Building Trust

Change Management

Client Needs Assessments

Commercial Acumen

Consultative Selling

Customer-Focused

Customer Service

Customer Understanding

Direct Selling

Executing Plans

Identifying Customer Needs

Identifying Sales Opportunities

Sales Software

Strengthening Customer Relationships

Upselling

Education

Diploma (Dipl.)

Job description

Description

Manages a small to medium-sized team of advisors to develop, maintain, and leverage relationships with prospective and existing clients to stimulate and manage demand for financial products and services.

Responsibilities

Leadership and Direction

Communicate the local action plan; explain how this relates to the function's strategy and action plan and to the broader organization's mission and vision; motivate people to achieve local business goals.

Customer Relationship Management / Account Management

Develop and implement a relationship management plan for existing customer accounts to identify and build relationships with relevant decision-makers and influencers within the customer organization and to enable effective two-way flow of information and resolution of issues. Collect feedback from identified customers or customer segments to ensure their needs are met, providing themes, summary analyses, and recommendations for changes based on customer input.

Sell Customer Propositions

Use personal expertise to identify the complex standard products and/or services offered by the organization that meet the customer's needs, together with quantities and product configurations. Present these to the customer with a clear rationale and at standard commercial terms, referring to senior colleagues where necessary to ask for concessions (e.g., price reduction) that gain the customer's agreement.

Sales Opportunities Creation

Identify potential customers by obtaining information, referrals, and recommendations from existing customers and other contacts and/or through participation in trade shows and conferences.

Performance Management

Respond to personal objectives and use performance management systems to improve personal performance; or monitor the performance of the team, allocate work and review completion, take appropriate corrective action to ensure timeliness and quality, and contribute to formal individual performance management and appraisal.

Operations Management

Provide operational support services and sometimes act as first-line supervisor of a transactional operations area. Involves using existing systems and protocols.

Promoting Customer Focus

Assist with the development of internal communications and work collaboratively with colleagues to build strong external customer relationships and meet customer needs.

Key Account Management

Deliver specialized support and service for new and existing accounts in line with organizational policies and procedures. Respond to complex customer inquiries while helping senior colleagues manage and maintain customer relationships.

Customer Relationship Development / Prospecting

Develop and implement a customer contact plan to communicate product launches and engage the potential customers in relevant sales campaigns to build new relationships. Act as first point of contact for customer queries and complaints and resolve them, referring complex issues to others and ensuring that the customer receives an appropriate response.

Budgeting

Track budgets and report variances to more senior colleagues.

Organizational Capability Building

Provide coaching to team members to develop their skills.

Skills