OMF Branch Manager (Bellville)

Old Mutual Finance (Pty) Ltd; Cape Town; On-site; ZAR 600,000 - 900,000; Full time

Job summary

Old Mutual South Africa is seeking a driven leader to manage a small to medium-sized team of advisors, driving client relationships and demand for financial products. You will guide strategy, present customer propositions, and identify opportunities while ensuring service quality and operational effectiveness.

You will oversee key accounts, coach team members, monitor performance, and collaborate to meet budget and business goals in a dynamic financial services environment.

Qualifications

• Leads a team to develop, maintain and leverage client relationships for financial products.
• Strong focus on client needs, cross-sell and upsell within approved terms.
• Experience with relationship-based selling and account management.

Responsibilities

• Lead a small-to-medium team of advisors to manage client relationships.
• Develop and implement a client contact plan for new and existing accounts.
• Present propositions with clear rationale and standard terms.
• Identify sales opportunities through referrals and events.
• Monitor team performance and coach on skill development.
• Provide operations support and ensure timely delivery of services.
• Manage key accounts and respond to complex inquiries.
• Budget tracking and variance reporting to leadership.
• Build organizational capabilities through coaching and training.

Skills

Team Leadership

Relationship Management

Consultative Selling

Strategic Planning

Customer Focus

Education

Bachelor's degree or higher

Tools

Sales Software

Job description

Let's Write Africa's Story Together! Old Mutual is a firm believer in the African opportunity and our diverse talent reflects this.

Job Description

Manages a small to medium-sized team of advisors to develop, maintain, and leverage relationships with prospective and existing clients to stimulate and manage demand for financial products and services.

Responsibilities

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.
• Collect feedback from identified customers or customer segments to ensure their needs are met, providing themes, summary analyses, and recommendations for changes based on customer input.

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.
• Present these to the customer with a clear rationale and at standard commercial terms, referring to senior colleagues where necessary to ask for concessions (e.g., price reduction) that gain the customer's agreement.

Sales Opportunities Creation

• 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 organisational 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 Competencies, Builds Networks, Business Insight, Collaborates, Communicates Effectively, Customer Focus, Demonstrates Self‑Awareness, Develops Talent, Drives Results.

Education

NQF Level 7 - Degree, Advance Diploma or Postgraduate Certificate or equivalent.

Closing Date

10 November 2026 , 23:59

The appointment will be made from the designated group in line with the Employment Equity Plan of Old Mutual South Africa and the specific business unit in question.

Old Mutual Story!

Old Mutual is a premium African financial services organisation that offers a broad spectrum of financial solutions to retail and corporate customers across key market segments in 14 countries. The lines of business include Life and Savings, Property and Casualty, Asset Management and Banking and Lending. We are rooted in our purpose of Championing Mutually Positive Futures Every Day and believe that a great customer experience is anchored in a great employee experience.