Branch Manager: Financial Solutions & Client Growth

Old Mutual Limited; Johannesburg; On-site; ZAR 450,000 - 650,000; Full time

Job summary

Old Mutual Limited seeks a leader to manage a small to medium-sized team of advisors, developing relationships with prospective and existing clients to stimulate demand for financial products and services.

The role covers leadership, customer relationship management, selling propositions, sales opportunities creation, and performance management to meet business goals. Strong focus on coaching, budgeting, and operational support within a financial services context.

Qualifications

• Experience in managing advisors or sales teams.
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Responsibilities

• Lead a small to medium team of advisors to develop and manage client relationships.
• Develop and implement a relationship management plan for existing accounts.
• Present complex standard products with clear rationale and terms.
• Identify potential customers via referrals, trade shows, and campaigns.
• Monitor performance, allocate work, and drive timely delivery.
• Provide operational support and supervise transactional processes.
• Collaborate on internal communications to enhance customer focus.
• Deliver support for key accounts and resolve customer inquiries.
• Develop and execute customer contact plans for product launches.
• Track budgets and report variances to senior colleagues.
• Coach team members to develop their skills.
• Maintain client feedback loops and action plans.

Skills

Building Trust

Change Management

Client Needs

Commercial Acumen

Consultative Selling

Customer Focus

Customer Service

Customer Understanding

Direct Selling

Executing Plans

Sales Opportunities

Sales Software

Customer Relationships

Upselling

Education

NQF Level 4 - Grade 12

Job description

Old Mutual Limited seeks a leader to manage a small to medium-sized team of advisors, developing relationships with prospective and existing clients to stimulate demand for financial products and services.

The role covers leadership, customer relationship management, selling propositions, sales opportunities creation, and performance management to meet business goals. Strong focus on coaching, budgeting, and operational support within a financial services context.