Branch Leader: Relationship-Driven Financial Growth

Old Mutual Limited; Rustenburg; On-site; ZAR 420,000 - 900,000; Full time

Job summary

Old Mutual Limited in Rustenburg is seeking a leader to manage a small to medium-sized team of advisors, building relationships with clients and stimulating demand for financial products. The role emphasizes relationship management, selling propositions, account management, budgeting, and coaching to deliver service excellence.

The successful candidate will drive local strategy, identify opportunities, and ensure effective collaboration with senior colleagues to meet business goals in a

Qualifications

• Must have NQF Level 4 or equivalent.
• Grade 12 or equivalent required for the role.
• Experience in financial services customer relationships is a plus.

Responsibilities

• Lead and direct the local action plan to achieve business goals.
• Develop and implement a relationship management plan for existing client accounts to identify decision-makers.
• Identify sales opportunities and present standard products with clear rationale.
• Identify potential customers through referrals, networks, and campaigns.
• Monitor team performance, allocate work, and ensure timely, quality delivery.
• Provide operational support and supervise transactional activities.
• Promote customer focus and build strong external relationships.
• Deliver specialized support for new and existing accounts in line with policies.
• Develop customer contact plans to communicate product launches and campaigns.
• Track budgets and report variances to senior colleagues.
• Provide coaching to team members to develop their skills.

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

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

Job description

Old Mutual Limited in Rustenburg is seeking a leader to manage a small to medium-sized team of advisors, building relationships with clients and stimulating demand for financial products. The role emphasizes relationship management, selling propositions, account management, budgeting, and coaching to deliver service excellence.

The successful candidate will drive local strategy, identify opportunities, and ensure effective collaboration with senior colleagues to meet business goals in a