OMF Branch Manager (King Williams Town)

oldmutual; Qonce; Sur place; ZAR 900 000 - 1 300 000; Plein temps

Résumé du poste

Old Mutual South Africa is seeking a capable leader to manage a team of financial advisors, focusing on developing and maintaining relationships with both prospective and existing clients. You will drive demand for financial products, manage key accounts, and mentor staff to improve performance.

The role centers on selling propositions, managing relationships, and ensuring customer satisfaction while coordinating with senior colleagues for concessions when necessary.

Qualifications

• Demonstrated ability to build and manage client relationships.
• Experience leading a small to medium-sized team of advisors.
• Knowledge of banking or financial services sales processes.

Responsabilités

• Provide leadership and direction to the team and align with the function's strategy.
• Develop and implement relationship management plans for existing customers.
• Sell customer propositions with clear rationale and standard terms.
• Identify potential customers through referrals, events, and campaigns.
• Monitor team performance and provide coaching and corrective actions.
• Support operations and supervise transactional activities.
• Promote customer focus and collaborate with colleagues to meet needs.
• Deliver specialized support for key accounts and respond to complex inquiries.
• Develop customer contact plans for launches and campaigns to build new relationships.

Connaissances

Relationship building

Leadership

Sales

Customer service

Negotiation

Communication

CRM

Client needs assessment

Formation

NQF Level 7 or higher

Description du poste

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

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

Drivers 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.

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