OMF Branch Manager (Tongaat)

Old Mutual Finance (Pty) Ltd; Durban; On-site; ZAR 450,000 - 900,000; Full time

Job summary

Old Mutual South Africa invites an experienced leader to manage a small to medium‑sized team of advisors, developing relationships with prospective and existing clients to stimulate demand for financial products and services. You will drive client care, lead sales campaigns, and ensure delivery of high‑quality service while aligning with the group’s strategic plan.

Experience in account management and budget oversight is preferred.

Qualifications

• Manage a small to medium-sized team of advisors to develop relationships with clients.

Responsibilities

• Lead a small to medium team of advisors to grow client relationships and demand for financial products.
• Develop and implement a relationship management plan for existing accounts.
• Present products with clear rationale and negotiate terms.
• Identify new customers through referrals and events.
• Monitor team performance and manage objectives.
• Provide operational support and supervise transactional workflows.
• Deliver specialist support for key accounts and resolve complex inquiries.
• Develop contacts to communicate launches and campaigns.
• Track budgets and report variances.
• Coach team members to develop skills.

Skills

Trust

Change Management

Consultative Selling

Customer Focus

Direct Selling

Upselling

Sales Software

Builds Networks

Business Insight

Education

NQF Level 7 - Degree, Advance Diploma or Postgraduate Certificate or equivalent.

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.

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 organisational 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 Networks, Business Insight, Collaborates, Communicates Effectively, Customer Focus, Demonstrates Self‑Awareness, Develops Talent, Drives Results.

Education

NQF Level 7 - Degree, Advance Diploma or Postgraduate Certificate or equivalent.

Closing Date

10 November 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.

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.