Growth-Focused Branch Leader – Financial Services

Old Mutual South Africa; Durban; On-site; ZAR 420,000 - 600,000; Full time

Job summary

Old Mutual South Africa is seeking a leader for a small to medium advisory team to manage client relationships and stimulate demand for financial products. You will develop relationship plans, identify key decision-makers, and drive account growth with a focus on delivering value and solutions.

You will coach peers, manage customer inquiries, and collaborate across departments to achieve business goals. Strong communication and leadership are essential for success.

Qualifications

• Ability to build and nurture client relationships to sustain long-term partnerships.
• Strong understanding of customer needs and market dynamics to tailor financial solutions.
• Proven track record in delivering against targets and expanding accounts.

Responsibilities

• Lead and direct a small to medium-sized team of advisors to grow client demand for financial products.
• Develop and implement relationship management plans across key accounts with senior stakeholders.
• Identify and pursue sales opportunities, including product bundling and upselling where appropriate.
• Provide coaching and performance guidance to team members to achieve targets and maintain service quality.
• Manage customer inquiries and complaints to ensure timely resolutions and high satisfaction.
• Monitor budgets and contribute to operational efficiency within the team.

Skills

Building Trust

Change Management

Client Needs Assessments

Commercial Acumen

Consultative Selling

Customer Focus

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

Equivalent

Tools

Sales Software

Job description

Old Mutual South Africa is seeking a leader for a small to medium advisory team to manage client relationships and stimulate demand for financial products. You will develop relationship plans, identify key decision-makers, and drive account growth with a focus on delivering value and solutions.

You will coach peers, manage customer inquiries, and collaborate across departments to achieve business goals. Strong communication and leadership are essential for success.