OMF Branch Manager (Standerton)

Old Mutual Limited; Standerton; On-site; ZAR 420,000 - 660,000; Full time

Job summary

Old Mutual Limited seeks a Branch Manager in Standerton to lead a team of financial advisors, build and sustain client relationships, and drive sales of financial products. The role focuses on relationship management, business development, and operational leadership to meet local targets.

The ideal candidate will have a solid background in financial services, leadership, and a proactive approach to customer engagement, with a focus on delivering exceptional service.

Qualifications

• NQF Level 4 - Grade 12, School leaving Certificate, National or Occupational Certificate or equivalent (Required)

Responsibilities

• Lead a small to medium team of advisors to develop and manage client relationships to stimulate demand for financial products.
• Develop and implement a relationship management plan for existing accounts and engage relevant decision-makers.
• Identify potential customers through referrals and campaigns, and convert opportunities.
• Provide coaching to team members to develop their skills and improve performance.
• Monitor and manage budgets, report variances, and ensure timely completion of tasks.
• Provide operational support and supervise transactional operations where applicable.
• Contribute to customer focus by delivering effective service and resolving issues promptly.

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

Education

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

Job description

## OMF Branch Manager (Standerton)Apply: Standerton: Secunda: Posted Today: JR-84372**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**NQF Level 4 - Grade 12, School leaving Certificate, National or Occupational Certificate or equivalent (Required)**Closing Date**13 October 2026 , 23:59