Branch Manager | Financial Solutions & Client Growth

Old Mutual Finance (Pty) Ltd; Mahikeng; On-site; ZAR 420,000 - 640,000; Full time

Job summary

Old Mutual is seeking a leadership-focused professional to manage a team of advisors, driving relationships with clients and prospects to stimulate demand for financial products. You will develop and implement strategic plans, supervise operations, and contribute to a culture focused on customer needs and performance.

You will identify opportunities, present propositions, and guide the team to achieve sales targets while ensuring high service standards and effective account management across key

Qualifications

• Matric certificate is required for consideration.
• Proven ability to build and manage client relationships across levels.
• Experience in selling financial products or services is advantageous.

Responsibilities

• Lead a small to medium team of advisors to grow client relationships and demand for financial products.
• Develop and implement a relationship management plan for existing accounts.
• Present complex product propositions with clear rationale and standard terms.
• Identify potential customers through referrals, trade shows, and campaigns.
• Monitor team performance and take corrective action to meet deadlines and quality.
• Provide operational support and supervise transactional activities when needed.
• Collaborate to build strong internal and external customer focus.
• Deliver specialized support for key accounts and manage complex inquiries.
• Develop customer contact plans to launch products and run campaigns.
• Track budgets and report variances; coach team members for capability growth.

Skills

Trust

Change Management

Client Needs Assessments

Commercial Acumen

Consultative Selling

Customer-Focused

Customer Service

Customer Understanding

Direct Selling

Executing Plans

Identifying Customer Needs

Identifying Sales Opportunities

Sales Software

Strengthening Customer Relationships

Upselling Competencies

Education

Matric

Job description

Old Mutual is seeking a leadership-focused professional to manage a team of advisors, driving relationships with clients and prospects to stimulate demand for financial products. You will develop and implement strategic plans, supervise operations, and contribute to a culture focused on customer needs and performance.

You will identify opportunities, present propositions, and guide the team to achieve sales targets while ensuring high service standards and effective account management across key