OMF Branch Manager (Bellville)

Old Mutual South Africa; Cape Town; Sur place; ZAR 550 000 - 850 000; Plein temps

Résumé du poste

Old Mutual South Africa is seeking a focused leader to manage a team of client-facing advisors, driving demand for financial products while strengthening key relationships. You will implement strategic plans, oversee account management, and ensure superior service across client segments.

The role requires strong leadership, consultative sales skills, and the ability to align team activities with organizational goals. Travel within regions may be required and a strong customer-focus is essential.

Qualifications

• Experience leading a team of advisors to develop and maintain client relationships.
• Experience in account management and selling financial products or services.
• Ability to develop and implement customer contact plans and manage sales campaigns.
• Familiarity with budgeting and performance management processes.
• Strong communication and collaboration skills across functions.

Responsabilités

• Lead a small to medium-sized team of advisors to grow relationships with clients and stimulate demand for financial products.
• Develop and implement relationship management plans for existing accounts and build connections with decision-makers.
• Identify and present customer propositions with clear rationale and customary terms, seeking senior input for concessions when needed.
• Create sales opportunities by leveraging referrals, trade shows, and networks.
• Monitor performance, allocate work, and drive timely, quality outcomes.
• Provide operational support and supervise transactional activities.
• Support internal communications to enhance customer focus across teams.
• Deliver specialized support for key accounts and manage complex inquiries with senior colleagues.
• Prospect new customers and manage product launch communications to drive engagement.
• Track budgets and report variances to leadership.
• Coach team members to enhance skills and capability.

Connaissances

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

Formation

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

Description du poste

Let's Write Africa's Story Together!

Old Mutual is a firm believer in the African opportunity and our diverse talent reflects this.

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 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.

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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.

The Old Mutual Story!