Client-Centric Financial Branch Leader

Old Mutual Limited; Bloemfontein; On-site; ZAR 1,000,000 - 1,300,000; Full time

Job summary

Old Mutual Limited in Bloemfontein, South Africa, is looking for a seasoned sales and relationship leader to manage a small to medium team of advisors, develop client relationships, and stimulate demand for financial products. You will translate strategy into actionable plans, monitor performance, and ensure high service standards.

The role emphasizes account management, cross-selling opportunities, and coaching; you will collaborate with colleagues to resolve complex inquiries and maintain a

Qualifications

• Experience in leadership of a small to mid-size advisory team.
• Able to develop and implement customer relationship plans.

Responsibilities

• Lead and direct a team of advisors to meet local business goals.
• Develop and implement plans to manage existing client relationships and identify stakeholders.
• Identify and present compelling propositions to customers with standard terms.
• Create opportunities by engaging new and existing customers at events and across channels.
• Monitor performance and drive accountability through objective-based management.
• Provide operational support and act as a first-line supervisor where needed.
• Promote customer focus and cross-cell opportunities within the client base.
• Deliver specialized support for key accounts in line with policy and procedures.
• Develop contact plans to communicate launches and campaigns to customers.
• Monitor budgets and report variances to senior teams.
• Coach team members to enhance skills and capabilities.

Skills

Trust

Change Management

Client Needs Assessments

Commercial Acumen

Consultative Selling

Customer Focus

Customer Service

Direct Selling

Upselling

Sales Opportunities

Sales Software

Team Coaching

Networking

Education

Education NQF Level 4 - Grade 12, School leaving Certificate, National or Occupational Certificate or equivalent

Tools

CRM Software

Job description

Old Mutual Limited in Bloemfontein, South Africa, is looking for a seasoned sales and relationship leader to manage a small to medium team of advisors, develop client relationships, and stimulate demand for financial products. You will translate strategy into actionable plans, monitor performance, and ensure high service standards.

The role emphasizes account management, cross-selling opportunities, and coaching; you will collaborate with colleagues to resolve complex inquiries and maintain a