OMF Branch Manager (King Williams Town)

Old Mutual South Africa; Qonce; On-site; ZAR 550,000 - 750,000; Full time

Job summary

Old Mutual South Africa is seeking a leader to manage a team of financial advisors, develop and implement client relationship plans, and drive sales of banking products and services. You will identify opportunities, coordinate with senior colleagues for concessions, and ensure timely delivery of client solutions.

The role emphasizes relationship development, proactive prospecting, and performance management to meet business goals and enhance customer engagement within the South African market.

Qualifications

• NQF Level 7 - Degree, Advance Diploma or Postgraduate Certificate or equivalent.
• Experience in managing client relationships and driving sales in financial services is preferred.
• Knowledge of banking products and compliance requirements is advantageous.

Responsibilities

• Lead and direct a small to mid-sized team of advisors to drive demand for financial products.
• Develop and implement a client relationship management plan with key decision-makers.
• Identify and convert sales opportunities through consultative selling and product propositions.
• Oversee budgeting, performance tracking, and reporting for the team.
• Provide coaching to team members to build skills and improve performance.

Skills

Banking

Building Trust

Change Management

Consultative Selling

Customer Service

Sales

Upselling

Sales Software

Education

NQF Level 7

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.

Skills

• Banking
• Building Trust
• Change Management
• Client Needs Assessments
• Commercial Acumen
• Compliance Management
• Consultative Selling
• Customer-Focused
• Customer Inquiries
• Customer Service
• Customer Understanding
• Direct Selling
• Executing Plans
• HR Employee Relations
• Identifying Customer Needs
• Identifying Sales Opportunities
• Sales
• 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

18 October 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!