Branch Growth Leader | Client Relationships & Sales

Old Mutual Finance (Pty) Ltd; Durban; On-site; ZAR 480,000 - 640,000; Full time

Job summary

Old Mutual Finance (Pty) Ltd is seeking a leader to manage a small to medium team of advisors, developing and leveraging relationships with prospective and existing clients to stimulate demand for financial products and services.

The role emphasizes leadership, relationship management, opportunity creation, budgeting, and performance monitoring to deliver value for clients and the organization.

Qualifications

• NQF Level 4 or equivalent education is required.
• Experience in customer relationship management and sales is advantageous.

Responsibilities

• Lead and coach a team of advisors to grow client relationships and drive demand for financial products.
• Develop and implement client relationship plans with key decision-makers and stakeholders.
• Identify and pursue new sales opportunities through referrals, events, and campaigns.
• Monitor team performance, allocate work, and drive timely, high-quality outcomes.
• Provide operational support and supervision of transactional activities.
• Collaborate to improve customer focus and service delivery.
• Deliver specialized support for key accounts and resolve complex inquiries.

Skills

Trust

Change Management

Client Needs Assessments

Commercial Acumen

Consultative Selling

Customer Focus

Customer Service

Customer Understanding

Direct Selling

Executing Plans

Identifying Customer Needs

Identifying Sales Opportunities

Sales Software

Strengthening Customer Relationships

Upselling

Education

NQF Level 4 - Grade 12, School leaving Certificate, National or Occupational Certificate or equivalent

Tools

Sales Software

Job description

Old Mutual Finance (Pty) Ltd is seeking a leader to manage a small to medium team of advisors, developing and leveraging relationships with prospective and existing clients to stimulate demand for financial products and services.

The role emphasizes leadership, relationship management, opportunity creation, budgeting, and performance monitoring to deliver value for clients and the organization.