Branch Leader: Client Relationships & Growth

Old Mutual Limited; Soweto; On-site; ZAR 450,000 - 750,000; Full time

Job summary

Old Mutual is seeking a seasoned leader to drive a small to mid-sized advisory team in developing and maintaining client relationships for financial products. The role focuses on leadership, customer focus, and strategic sales execution across existing and new accounts.

The successful candidate will manage relationships, present propositions with a clear rationale, and identify sales opportunities while coaching the team to meet objectives and drive results.

Qualifications

• Experience leading a small to medium team of advisors.
• Ability to develop and implement a customer relationship plan.
• Proven capability to sell complex standard products and services.
• Experience creating and pursuing sales opportunities.
• Strong performance and budgeting management skills.
• Coaching and capability-building within a team.

Responsibilities

• Leadership and Direction: communicate the local action plan and motivate the team.
• Customer Relationship Management: develop plans for existing accounts and engage decision-makers.
• Sell Customer Propositions: identify products and configurations and present them with rationale.
• Sales Opportunities Creation: identify potential customers via referrals and events.
• Performance Management: set objectives and monitor performance and provide feedback.
• Operations Management: provide operational support and supervise transactional activities.
• Promoting Customer Focus: develop internal communications and build external relationships.
• Key Account Management: support new and existing accounts per policies.
• Customer Relationship Development / Prospecting: plan outreach for product launches and respond to queries.

Skills

Leadership

Relationship Building

Consultative Selling

Sales Strategy

Customer Focus

Communication

Coaching

Account Management

Budgeting

Driving Results

Education

Grade 12

NQF Level 4

Job description

Old Mutual is seeking a seasoned leader to drive a small to mid-sized advisory team in developing and maintaining client relationships for financial products. The role focuses on leadership, customer focus, and strategic sales execution across existing and new accounts.

The successful candidate will manage relationships, present propositions with a clear rationale, and identify sales opportunities while coaching the team to meet objectives and drive results.