Branch Growth & Client Relationships Lead

Old Mutual South Africa; Howick; On-site; ZAR 600,000 - 1,000,000; Full time

Job summary

Old Mutual South Africa is seeking a dynamic leader to manage a small to medium-sized team of advisors, developing and leveraging client relationships to stimulate demand for financial products and services. You will drive relationship management, identify opportunities, present propositions, and coordinate sales campaigns, while coaching staff to meet targets.

Responsibilities include budgeting, performance oversight, operations support, and cross-functional collaboration to enhance customer

Qualifications

• Diploma (Dipl.) in a relevant field or equivalent.
• Proven ability to lead teams and manage client relationships in financial services.

Responsibilities

• Leadership and Direction: guide the advisory team to achieve local business goals.
• Customer Relationship Management / Account Management: develop plans to nurture and grow key accounts.
• Sell Customer Propositions: identify products and configurations to meet client needs with standard terms.
• Sales Opportunities Creation: spot new clients and opportunities through referrals and events.
• Performance Management: monitor team performance and drive timely, quality outcomes.
• Operations Management: provide operational support and supervise transactional processes.
• Promoting Customer Focus: collaborate to strengthen external customer relationships.
• Key Account Management: deliver tailored support for major accounts and complex inquiries.
• Customer Relationship Development / Prospecting: plan outreach for product launches and campaigns.
• Budgeting: track budgets and report variances to leadership.
• Organizational Capability Building: coach team members to grow skills.

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.)

Tools

Sales Software

Job description

Old Mutual South Africa is seeking a dynamic leader to manage a small to medium-sized team of advisors, developing and leveraging client relationships to stimulate demand for financial products and services. You will drive relationship management, identify opportunities, present propositions, and coordinate sales campaigns, while coaching staff to meet targets.

Responsibilities include budgeting, performance oversight, operations support, and cross-functional collaboration to enhance customer