OMF Branch Manager (Malmesbury)

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

RE5 Qualification (advantageous)

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 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. Collect feedback to ensure customer needs are met, providing analyses and recommendations for improvements.
• Sell Customer Propositions: Use expertise to identify suitable products/services, present them with clear rationale, and negotiate concessions when necessary.
• Sales Opportunities Creation: Identify potential customers through referrals, participation in trade shows, and other contacts.
• Performance Management: Use performance systems to improve personal and team performance, allocate work, review completion, and contribute to appraisals.
• Operations Management: Provide operational support and supervise transactional areas using existing systems.
• Promoting Customer Focus: Develop internal communications and collaborate externally to meet customer needs.
• Key Account Management: Support new and existing accounts, respond to complex inquiries, and assist senior colleagues.
• Customer Relationship Development / Prospecting: Develop contact plans, communicate product launches, and resolve customer queries and complaints.
• Budgeting: Track budgets and report variances.
• Organizational Capability Building: Coach team members to develop skills.

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

Matriculation Certificate (Matric) (Required)

Closing Date

01 May 2025, 23:59

Note: The appointment will be made in line with the Employment Equity Plan of Old Mutual South Africa and the specific business unit.