OMF Branch Manager (King Williams Town)

Old Mutual Finance (Pty) Ltd; Qonce; Sur place; ZAR 900 000 - 1 300 000; Plein temps

Résumé du poste

Old Mutual in South Africa seeks a senior team lead to guide advisors in building and maintaining client relationships and promoting financial products. You will drive business through relationship management, identify opportunities, and ensure delivery of excellent service.

The ideal candidate will have proven leadership, client-focused selling skills, and the ability to navigate regulatory requirements while delivering results for both clients and the company.

Qualifications

• Experience leading a small to medium-sized team of advisors.
• Ability to develop and manage client relationships for financial products.
• Strong communication and stakeholder engagement skills.
• Knowledge of account management and sales processes.

Responsabilités

• Lead and direct a team of advisors to grow client relationships.
• Develop and implement relationship management plans for current accounts.
• Identify and pursue new sales opportunities.
• Manage budgets and monitor performance metrics.
• Provide operational support and supervise transactional activities.

Connaissances

Banking

Building Trust

Change Management

Consultative Selling

Customer Service

Direct Selling

Sales

Upselling

Customer Focus

Identifying Customer Needs

Identifying Sales Opportunities

Commercial Acumen

Compliance Management

HR Employee Relations

Collaborates

Formation

NQF Level 7

Degree 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.

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 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! 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.