Branch Manager: Client Relationships & Growth

Old Mutual Finance (Pty) Ltd; Bloemfontein; On-site; ZAR 420,000 - 540,000; Full time

Job summary

Old Mutual Finance (Pty) Ltd in Bloemfontein seeks an experienced leader to manage a small to medium-sized team of advisors responsible for developing, maintaining, and leveraging relationships with clients to stimulate demand for financial products and services.

You will drive customer-focused strategies, oversee account management, identify sales opportunities, and coach staff to meet performance targets while ensuring high service quality.

Qualifications

• Experience leading a team of advisors or sales staff.
• Proven ability to develop and manage client relationships.
• Knowledge of financial products and services.
• Strong communication and negotiation skills.

Responsibilities

• Lead and direct a team of advisors to meet local business goals.
• Develop and implement client relationship plans for existing accounts.
• Identify and present complex financial propositions to clients.
• Create sales opportunities through referrals and events.
• Monitor performance, provide coaching, and drive results.
• Oversee budgeting and operational support within the team.

Skills

Leadership

Relationship management

Account management

Consultative selling

Sales strategy

Education

Grade 12 / NQF Level 4

Tools

CRM software

Job description

Old Mutual Finance (Pty) Ltd in Bloemfontein seeks an experienced leader to manage a small to medium-sized team of advisors responsible for developing, maintaining, and leveraging relationships with clients to stimulate demand for financial products and services.

You will drive customer-focused strategies, oversee account management, identify sales opportunities, and coach staff to meet performance targets while ensuring high service quality.