OMF Branch Manager (Zevenwacht)
Old Mutual Limited
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Job summary
Old Mutual South Africa is seeking a senior sales and relationship leader to manage a small to medium-sized team of advisors, developing and leveraging client relationships to stimulate and manage demand for financial products.
You will lead customer account management, deliver coordinated propositions, monitor performance, coach staff, and ensure effective operations while aligning with the organisation's mission.
Qualifications
- NQF Level 7 or higher degree or equivalent.
- Extensive experience in senior sales/relationship management.
- Strong leadership and budget management capabilities.
Responsibilities
- Lead a team of advisors to develop and leverage client relationships.
- Develop and implement customer account plans and prospect engagement.
- Sell customer propositions with clear rationale and terms.
- Monitor performance, allocate work, and drive timely outcomes.
- Provide coaching and build internal capability within the team.
- Manage budgeting and operational support activities.
Skills
Education
Tools
Job description
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.
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.
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.
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.
Identify potential customers by obtaining information, referrals, and recommendations from existing customers and other contacts and/or through participation in trade shows and conferences.
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.
Provide operational support services and sometimes act as first-line supervisor of a transactional operations area. Involves using existing systems and protocols.
Assist with the development of internal communications and work collaboratively with colleagues to build strong external customer relationships and meet customer needs.
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.
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.
Track budgets and report variances to more senior colleagues.
Provide coaching to team members to develop their skills.
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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
Builds Networks
Business Insight
Communicates Effectively
Customer Focus
Demonstrates Self-Awareness
Develops Talent
Drives Results
NQF Level 7 - Degree, Advance Diploma or Postgraduate Certificate or equivalent
06 September 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 South Africa is a leading pan-African financial services group providing diverse financial solutions to enhance the lives of customers across 14 countries for over 170 years.
Company size 10,001+ employees
Company type Public company
Total funding 0
Momentum
Momentum
18,007 employees on LinkedIn
Capital
Footprint
107 Rivonia Road, Sandton, Gauteng 2196, ZA Jan Smuts Drive, Pinelands, Cape Town, Western Cape 7405, ZA
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