Branch Leader: Client Growth & Financial Solutions

Old Mutual South Africa; Greater Giyani Local Municipality; On-site; ZAR 400 000 - 600 000; Full time

Job summary

A major financial services firm in South Africa is seeking a team manager to enhance client relationships and drive sales for financial products. The role involves developing account management strategies, tracking budgets, and mentoring team members. Candidates need an NQF Level 4 qualification and experience in sales and customer service. This position offers the opportunity to lead a small team while addressing client needs and meeting company objectives.

Responsibilities

• Manage a team and develop relationships with clients to stimulate demand for financial products.
• Implement relationship management plans for existing customer accounts.
• Identify and create sales opportunities through referrals and trade events.
• Monitor team performance and manage operational support services.
• Assist with internal communications and customer relationships.
• Coordinate budgeting and report variances.
• Provide coaching to team members.

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

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

Job description

A major financial services firm in South Africa is seeking a team manager to enhance client relationships and drive sales for financial products. The role involves developing account management strategies, tracking budgets, and mentoring team members. Candidates need an NQF Level 4 qualification and experience in sales and customer service. This position offers the opportunity to lead a small team while addressing client needs and meeting company objectives.