Branch Manager: Client Relationships & Growth Leader

Old Mutual Limited; Mahikeng; On-site; ZAR 600,000 - 1,000,000; Full time

Job summary

Old Mutual Limited in South Africa seeks a senior sales leader to manage a small to medium advisory team, build and leverage client relationships, and drive demand for financial products. You will lead process improvements across customer retention, account management, and new business development in the North West region.

The role emphasizes leadership, strategic CRM, and proactive selling of financial propositions to both existing and prospective clients, with a focus on achieving sales

Qualifications

• Experience leading a small to medium-sized team of advisors.
• Ability to develop, maintain and leverage client relationships.
• Knowledge of financial products and services.
• Strong sales and customer-focused mindset.

Responsibilities

• Lead and direct the team to achieve local business goals.
• Develop and implement a customer relationship management plan for existing accounts.
• Sell customer propositions and present to clients with standard terms.
• Identify potential customers through referrals, trade shows, and networks.
• Monitor performance and manage the team to meet timelines and quality standards.
• Provide operational support and supervise transactional activities.
• Foster customer focus and collaboration across internal teams.
• Deliver specialized support for key accounts and respond to complex inquiries.
• Plan customer communications for product launches and campaigns to build relationships.
• Track budgets and report variances to leadership.
• Coach team members to develop their skills.

Skills

Building 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

Matriculation Certificate

Job description

Old Mutual Limited in South Africa seeks a senior sales leader to manage a small to medium advisory team, build and leverage client relationships, and drive demand for financial products. You will lead process improvements across customer retention, account management, and new business development in the North West region.

The role emphasizes leadership, strategic CRM, and proactive selling of financial propositions to both existing and prospective clients, with a focus on achieving sales