OMF Branch Manager (Knysna)

Old Mutual; Knysna; On-site; ZAR 400,000 - 500,000; Full time

Job summary

A leading financial services provider in Knysna seeks a branch manager to oversee a team of consultants. You will be responsible for achieving sales targets, managing branch operations, and ensuring compliance with company policies. The ideal candidate holds a Matric certificate and possesses strong leadership and customer service skills. This role offers a dynamic and rewarding work environment.

Responsibilities

• Manage a team of financial and client relations consultants.
• Ensure sales targets and team objectives are achieved.
• Support and motivate the consultant team in the branch.
• Manage the branch as a profit center.
• Conduct performance appraisals and handle disciplinary issues.
• Ensure compliance with policies and audit processes.
• Train consultants and develop talent.
• Plan and monitor daily activities.
• Maintain branch operations and manage costs.
• Provide superior customer service and resolve client queries.
• Manage relationships with internal and external stakeholders.
• Identify new business opportunities and market products.

Skills

Builds Networks

Business Insight

Collaborates

Communicates Effectively

Customer Focus

Demonstrates Self-Awareness

Develops Talent

Drives Results

Education

Matriculation Certificate (Matric)

Job description

Job Description

RE5 (Advantageous)

• This role manages a team of financial and client relations consultants and all processes in a branch to ensure achievement of objectives and drive overall branch performance.
• Individually accountable, over periods of 1 day to 3 months, for ensuring sales targets and objectives of the team are achieved.
• Supports and motivates the consultant team in the branch to drive sales and service of insurance and lending products, as well as referrals and collections, and communicates and sets clear expectations on targets and required outcomes.
• Manages the branch as a profit centre, ensuring the appropriate balance of products sold, service and expenses.
• Manages and supervises the consultant team through effective performance appraisal, handling disciplinary issues, and monitoring staff attendance.
• Conducts manager reviews and ensures policies, procedures and company values are adhered to in all branch operations, and that there is compliance of processes for audit purposes and proactive handling of any non-compliance.
• Ensures that consultants are properly trained and internal capabilities are developed through talent identification, ongoing informal and formal coaching and mentoring and the structuring of effective development plans focused on both sales and soft skills.
• Plans and monitors daily and future activities and progress to identify any impact on targets and productivity and ensure all operations run smoothly and efficiently.
• Maintains branch operations through effective expense and cost management in support of branch profitability.
• Ensures that all people resources, systems and equipment are in place, functional and comply with the corporate identity to promote professionalism and efficiency of the branch.
• Achieves superior customer service and client centric behaviour through resolving client queries and complaints promptly, professionally and effectively.
• Manages the relationship with internal and external stakeholders (RMM, i-Wyze, Octogen, PFA, etc.) and to effectively manage the referral process between business units.
• Proactively identifies new business or sales opportunities and actively and effectively market the products and services to ensure business growth.

Skills

• Competencies

Competencies

• Builds Networks
• Business Insight
• Collaborates
• Communicates Effectively
• Customer Focus
• Demonstrates Self-Awareness
• Develops Talent
• Drives Results

Education

Matriculation Certificate (Matric) (Required)

Closing Date

01 October 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.

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