OMF Branch Manager (Phoenix Plaza)

Old Mutual South Africa; Durban; On-site; ZAR 480,000 - 720,000; Full time

Job summary

Old Mutual South Africa in Durban invites applications for a leadership role to guide a small to medium team of advisors, growing relationships with clients and stimulating demand for financial products. You will drive strategic actions aligned to the function's mission and ensure service excellence.

You will manage key accounts, present customer propositions, identify opportunities, and oversee performance.

Qualifications

• Experience leading and developing client relationships.
• Strong communication and stakeholder management skills.
• Ability to manage budgets and performance metrics.

Responsibilities

• Lead a team of advisors to develop and manage client relationships and stimulate demand for financial products.
• Develop and implement account management plans for key customers with senior decision-makers.
• Identify sales opportunities by referrals, events, and networks.
• Monitor team performance, allocate work and drive timely, high-quality delivery.
• Provide operational support and supervise transactional activities.
• Coach team members to build their skills and capability.
• Promote customer focus through effective internal and external collaboration.

Skills

Builds Networks

Business Insight

Collaborates

Communicates Effectively

Customer Focus

Drives Results

Job description

Let's Write Africa's Story Together!

Old Mutual is a firm believer in the African opportunity and our diverse talent reflects this.

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.
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Skills

Competencies

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

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!