Branch Manager: Financial Relationships & Growth

Old Mutual Finance (Pty) Ltd; Qonce; On-site; ZAR 900,000 - 1,300,000; Full time

Job summary

Old Mutual in South Africa seeks a senior team lead to guide advisors in building and maintaining client relationships and promoting financial products. You will drive business through relationship management, identify opportunities, and ensure delivery of excellent service.

The ideal candidate will have proven leadership, client-focused selling skills, and the ability to navigate regulatory requirements while delivering results for both clients and the company.

Qualifications

• Experience leading a small to medium-sized team of advisors.
• Ability to develop and manage client relationships for financial products.
• Strong communication and stakeholder engagement skills.
• Knowledge of account management and sales processes.

Responsibilities

• Lead and direct a team of advisors to grow client relationships.
• Develop and implement relationship management plans for current accounts.
• Identify and pursue new sales opportunities.
• Manage budgets and monitor performance metrics.
• Provide operational support and supervise transactional activities.

Skills

Banking

Building Trust

Change Management

Consultative Selling

Customer Service

Direct Selling

Sales

Upselling

Customer Focus

Identifying Customer Needs

Identifying Sales Opportunities

Commercial Acumen

Compliance Management

HR Employee Relations

Collaborates

Education

NQF Level 7

Degree or equivalent

Job description

Old Mutual in South Africa seeks a senior team lead to guide advisors in building and maintaining client relationships and promoting financial products. You will drive business through relationship management, identify opportunities, and ensure delivery of excellent service.

The ideal candidate will have proven leadership, client-focused selling skills, and the ability to navigate regulatory requirements while delivering results for both clients and the company.