Branch Manager: Lead Teams, Grow Client Relationships

Old Mutual South Africa; Standerton; On-site; ZAR 550,000 - 850,000; Full time

Job summary

Old Mutual South Africa is seeking a seasoned sales and relationship leader to manage a team of advisors, drive demand for financial products, and nurture key client relationships. You will develop strategic plans, oversee operational execution, and ensure customer-centric service across accounts.

The role emphasizes cross-functional collaboration, performance management, and proactive engagement with stakeholders to grow new and existing business in the South African market.

Qualifications

• Leadership and Direction: communicate the local action plan; explain how this relates to the function's strategy and action plan and to the broader organization's mission and vision; motivate people to achieve local business goals.
• Customer Relationship Management / Account Management: Develop and implement a relationship management plan for existing customer accounts to identify and build relationships with relevant decision-makers and influencers within the customer organization and to enable effective two-way flow of information and resolution of issues.

Responsibilities

• Sell Customer Propositions: Use personal expertise to identify the complex standard products and/or services offered by the organization that meet the customer's needs, together with quantities and product configurations.
• Identify potential customers by obtaining information, referrals, and recommendations from existing customers and other contacts and/or through participation in trade shows and conferences.
• Performance Management: Respond to personal objectives and use performance management systems to improve personal performance; or monitor the performance of the team, allocate work and review completion, take appropriate corrective action to ensure timeliness and quality, and contribute to formal individual performance management and appraisal.
• Operations Management: Provide operational support services and sometimes act as first-line supervisor of a transactional operations area. Involves using existing systems and protocols.
• Promoting Customer Focus: Assist with the development of internal communications and work collaboratively with colleagues to build strong external customer relationships and meet customer needs.
• Key Account Management: Deliver specialized support and service for new and existing accounts in line with organizational policies and procedures. Respond to complex customer inquiries while helping senior colleagues manage and maintain customer relationships.
• Customer Relationship Development / Prospecting: Develop and implement a customer contact plan to communicate product launches and engage the potential customers in relevant sales campaigns to build new relationships. Act as first point of contact for customer queries and complaints and resolve them, referring complex issues to others and ensuring that the customer receives an appropriate response.
• Budgeting: Track budgets and report variances to more senior colleagues.
• Organizational Capability Building: Provide coaching to team members to develop their skills.

Skills

Building 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

Education

NQF Level 4 - Grade 12, School leaving Certificate, National or Occupational Certificate or equivalent (Required)

Job description

Old Mutual South Africa is seeking a seasoned sales and relationship leader to manage a team of advisors, drive demand for financial products, and nurture key client relationships. You will develop strategic plans, oversee operational execution, and ensure customer-centric service across accounts.

The role emphasizes cross-functional collaboration, performance management, and proactive engagement with stakeholders to grow new and existing business in the South African market.