OMF Branch Manager (Howick)

Old Mutual Finance (Pty) Ltd; Howick; On-site; ZAR 520,000 - 900,000; Full time

Job summary

Old Mutual Finance (Pty) Ltd in KwaZulu-Natal is seeking a leader to manage a team of advisors and grow demand for financial products. You will develop relationship plans, identify opportunities, and present propositions with standard terms to clients.

The role emphasizes coaching, performance management, and effective client communication, with a focus on building trusted relationships and achieving sales targets in a dynamic environment.

Qualifications

• Proven ability to lead and develop client relationships in financial services.
• Experience in complex selling and account management is desirable.
• Ability to drive strategic initiatives and coach teams.

Responsibilities

• Lead 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.
• 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.
• Identify potential customers and present propositions with standard commercial terms while coordinating with senior colleagues when concessions are needed.
• Create sales opportunities through referrals, events, and campaigns.
• Monitor team performance, allocate work, and drive timely completion and quality of deliverables.
• Provide operational support and supervise transactional operations as needed.
• Collaborate on internal communications to strengthen customer focus and relationships.
• Deliver specialized support for new and existing accounts and respond to complex inquiries.
• Develop and execute a customer contact plan to communicate product launches and campaigns.
• Track budgets and report variances to leadership.
• Coach team members to develop skills and capabilities.

Skills

Trust Building

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 Competencies

Building Networks

Business Insight

Collaborates

Communicates Effectively

Self-Awareness

Develops Talent

Drives Results

Education

Diploma (Dipl.)

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 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.

na 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 Diploma (Dipl.)

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! 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.