Branch Manager, Client Growth & Advisory

Old Mutual Limited; Cape Town; On-site; ZAR 480,000 - 720,000; Full time

Job summary

Old Mutual South Africa is seeking a senior sales and relationship leader to manage a small to medium-sized team of advisors, developing and leveraging client relationships to stimulate and manage demand for financial products.

You will lead customer account management, deliver coordinated propositions, monitor performance, coach staff, and ensure effective operations while aligning with the organisation's mission.

Qualifications

• NQF Level 7 or higher degree or equivalent.
• Extensive experience in senior sales/relationship management.
• Strong leadership and budget management capabilities.

Responsibilities

• Lead a team of advisors to develop and leverage client relationships.
• Develop and implement customer account plans and prospect engagement.
• Sell customer propositions with clear rationale and terms.
• Monitor performance, allocate work, and drive timely outcomes.
• Provide coaching and build internal capability within the team.
• Manage budgeting and operational support activities.

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 7 - Degree, Advance Diploma or Postgraduate Certificate or equivalent

Tools

CRM Software

Job description

Old Mutual South Africa is seeking a senior sales and relationship leader to manage a small to medium-sized team of advisors, developing and leveraging client relationships to stimulate and manage demand for financial products.

You will lead customer account management, deliver coordinated propositions, monitor performance, coach staff, and ensure effective operations while aligning with the organisation's mission.