OMF Branch Manager (Brits Mall)

Old Mutual; Brits; On-site; ZAR 500,000 - 600,000; Full time

Job summary

A financial services provider in South Africa is seeking a Manager to lead a team of advisors and manage relationships with clients. The role involves developing strategic action plans, identifying sales opportunities, and providing coaching to enhance team capabilities. The ideal candidate will possess strong communication skills, a Matriculation Certificate, and relevant managerial experience. This full-time position offers the opportunity to drive customer-focused solutions in a dynamic environment.

Qualifications

• Managerial experience, particularly in financial products and services.
• Strong communication skills to lead teams and manage customer relationships.
• Ability to track budgets and report variances.

Responsibilities

• Manage a small to medium-sized team of advisors.
• Develop and implement relationship management plans.
• Identify potential customers and sales opportunities.
• Provide coaching to team members.

Skills

Building Trust

Change Management

Client Needs Assessments

Consultative Selling

Customer-Focused

Direct Selling

Identifying Sales Opportunities

Upselling

Education

Matriculation Certificate (Matric)

Job description

Lets Write Africas 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 functions strategy and action plan and to the broader organizations 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 customers 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 customers 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.

Minimum Requirements :

RE5 (Advantageous)

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

Matriculation Certificate (Matric)

Closing Date

16 July 2025 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!

Required Experience :

Manager

Key Skills

Instrument,Customer Service,FX,Cement,Document Control Management

Employment Type : Full-Time

Experience : years

Vacancy : 1