OMF Branch Manager( OMF Durban Qualbert)

oldmutual; Durban; Sur place; ZAR 400 000 - 700 000; Plein temps

Résumé du poste

Old Mutual South Africa is seeking a capable leader to manage a team of advisors, develop client relationships, and drive demand for financial products. You will handle account management, present customer propositions, and create sales opportunities while tracking performance and budgets.

The role emphasizes coaching, operational oversight, and collaboration to improve customer focus and service delivery across key accounts.

Qualifications

• 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

Responsabilités

• Lead and direct a team of advisors to develop and manage client relationships and demand for financial products.
• Develop and implement a customer relationship plan to engage decision-makers and resolve issues.
• Identify and present suitable customer propositions with standard terms; escalate for concessions as needed.
• Identify potential customers through referrals, campaigns, and events to create sales opportunities.
• Monitor performance, manage objectives, allocate work, and ensure timely, quality delivery.
• Provide operational support and supervise transactional operations using existing systems.
• Collaborate to strengthen customer focus and external relationships.
• Deliver specialized support for key accounts in line with policies and procedures.
• Execute customer contact plans for launches and campaigns to build relationships.
• Track budgets and report variances; contribute to organizational capabilities through coaching.
• Coach team members to develop skills and capabilities.

Connaissances

Building Trust

Change Management

Client Needs Assessments

Commercial Acumen

Consultative Selling

Customer Focus

Customer Service

Customer Understanding

Direct Selling

Executing Plans

Identifying Customer Needs

Identifying Sales Opportunities

Sales Software

Strengthening Customer Relationships

Upselling

Formation

NQF Level 4 - Grade 12, School leaving Certificate, National or Occupational Certificate 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.

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 NetworksBusiness InsightCollaboratesCommunicates EffectivelyCustomer FocusDemonstrates Self-AwarenessDevelops TalentDrives Results

Education

NQF Level 4 - Grade 12, School leaving Certificate, National or Occupational Certificate or equivalent

Closing Date

13 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!