Branch Leader: Client Relationships & Growth

Old Mutual Limited; Midrand; On-site; ZAR 550,000 - 750,000; Full time

Job summary

Old Mutual Limited in Midrand seeks an experienced leader to manage a team of advisors, cultivating relationships with prospective and existing clients to drive demand for financial products and services.

The role emphasizes leadership, customer focus, and proactive management of accounts, opportunities, and performance, with coaching to develop talent within the team and ensure delivery against business goals.

Qualifications

• Leadership and direction experience in sales teams.
• Strong relationship management with key accounts.
• Ability to identify customer needs and propose financial solutions.
• Budgeting and performance management experience.

Responsibilities

• Lead a small to medium-sized team of advisors to develop client relationships.
• Develop and implement account plans for existing customers.
• Sell customer propositions and manage sales opportunities.
• Track budgets and report variances to senior colleagues.
• Coach team members to strengthen capabilities and performance.

Skills

Leadership

Relationship management

Sales / cross-selling

Customer focus

Team coaching

Communication

Negotiation

Strategic thinking

Upselling

People management

Education

NQF Level 4 / Grade 12

Job description

Old Mutual Limited in Midrand seeks an experienced leader to manage a team of advisors, cultivating relationships with prospective and existing clients to drive demand for financial products and services.

The role emphasizes leadership, customer focus, and proactive management of accounts, opportunities, and performance, with coaching to develop talent within the team and ensure delivery against business goals.