Branch Manager — Client Relationships & Growth

oldmutual; Midrand; On-site; ZAR 480,000 - 720,000; Full time

Job summary

Old Mutual is seeking a leader to manage a small to medium‑sized advisory team focused on developing and leveraging relationships with prospective and existing clients to stimulate demand for financial products and services. You will guide a broad range of activities from relationship management, selling customer propositions, to tracking budgets and driving performance across the team.

This role emphasizes coaching and organizational capability building within a dynamic financial services

Qualifications

• NQF Level 4 or Grade 12 qualification is required.
• Experience in financial services and client relationship management is preferred.

Responsibilities

• Lead a small to medium team of advisors to develop and leverage client relationships.
• Develop and implement a relationship management plan for existing accounts and engage decision-makers.
• Identify and pursue sales opportunities through client outreach and campaigns.
• Present customer propositions with standard terms and coordinate with senior colleagues for concessions when needed.
• Manage budgets, monitor performance, and drive timely execution of plans.

Skills

Building Trust

Change Management

Client Needs

Commercial Acumen

Consultative Selling

Customer Focus

Customer Service

Customer Understanding

Direct Selling

Executing Plans

Identifying Needs

Identifying Opportunities

Sales Software

Strengthening Relationships

Upselling

Education

NQF Level 4 - Grade 12

Job description

Old Mutual is seeking a leader to manage a small to medium‑sized advisory team focused on developing and leveraging relationships with prospective and existing clients to stimulate demand for financial products and services. You will guide a broad range of activities from relationship management, selling customer propositions, to tracking budgets and driving performance across the team.

This role emphasizes coaching and organizational capability building within a dynamic financial services