OMF Branch Manager (Paarl)

Old Mutual Limited; Paarl; Vor Ort; ZAR 420.000 - 720.000; Vollzeit

Zusammenfassung

Old Mutual Limited in South Africa seeks a lead to manage a team of advisors, develop client relationships, and drive sales of financial solutions. You will shape local plans, mentor staff, and collaborate with senior colleagues to optimize outcomes.

The role focuses on customer-centric strategies, proactive opportunity creation, and performance-driven coaching to deliver growth across key accounts within the organisation.

Qualifikationen

• Leadership and direction to motivate a team and achieve local business goals.
• Develop and implement a relationship management plan for existing accounts.
• Identify potential customers and engage decision-makers and influencers.

Aufgaben

• Lead a small to medium-sized team of advisors to develop and leverage client relationships.
• Sell customer propositions with standard commercial terms and seek concessions when needed.
• Create sales opportunities by sourcing referrals and participating in events and campaigns.
• Monitor team performance and allocate work to ensure timely delivery and quality results.
• Provide coaching to team members to develop skills and improve performance.
• Support budgeting and operational processes within the team.
• Develop internal communications to strengthen customer focus and collaboration.

Kenntnisse

Leadership

Relationship building

Consultative selling

Customer focus

Developing talent

Performance management

Coaching

Strategic planning

Communication

Team motivation

Negotiation

Business acumen

Market awareness

Jobbeschreibung

**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 DirectionCommunicate 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 ManagementDevelop 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 PropositionsUse 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 CreationIdentify potential customers by obtaining information, referrals, and recommendations from existing customers and other contacts and/or through participation in trade shows and conferences.## Performance ManagementRespond 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 ManagementProvide operational support services and sometimes act as first-line supervisor of a transactional operations area. Involves using existing systems and protocols.## Promoting Customer FocusAssist with the development of internal communications and work collaboratively with colleagues to build strong external customer relationships and meet customer needs.## Key Account ManagementDeliver 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 / ProspectingDevelop 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.## BudgetingTrack budgets and report variances to more senior colleagues.## Organizational Capability BuildingProvide coaching to team members to develop their skills.na**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****Closing Date**12 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.