Talent Pool: OMF Area Manager (West Coast District)

Old Mutual; Cape Town; On-site; ZAR 500 000 - 700 000; Full time

Job summary

A leading financial services provider in Cape Town is seeking an experienced professional to manage branch operations. The role involves leadership in customer relationship management, identifying sales opportunities, and achieving key performance targets. The ideal candidate should have at least 2-5 years of experience in the financial services sector and relevant qualifications. This position promotes an inclusive work environment and aims to empower diverse talents.

Qualifications

• 2-5 years similar experience required.
• Financial services/banking industry experience (Advantageous).

Responsibilities

• Accountable for branch operations and performance targets.
• Communicate and motivate teams to achieve business goals.
• Develop and implement customer relationship management plans.
• Identify sales opportunities and manage customer accounts.
• Supervise team members and ensure operational systems are followed.

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

National Senior Certificate or equivalent NQF 4 qualifications

RE5

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

The role takes accountability for maintaining the area branch operations of a comparatively large area in terms of manpower plan, growth and quality targets, cost management, arrears management, client service, compliance and audit requirements.

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

Identify the products or services that best meet the customer’s stated needs, use personal expertise to propose quantities and product configurations, explain the selection to the customer, and invite the customer to make a purchase at the standard price/terms and conditions of sale.

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

Develop and propose own performance objectives; take appropriate actions to ensure achievement of agreed objectives, using the organization’s performance management systems to improve personal performance. Or manage and report on team performance; set appropriate performance objectives for direct reports or project/account team members and hold people accountable for achieving them, taking appropriate corrective action where necessary to ensure the achievement of team/personal objectives.

Operations Management

Supervise others working within established operational systems.

Promoting Customer Focus

Collaborate internally and work as the customer champion in cross-functional teams to build strong external customer relationships.

Key Account Management

Maintain relationships with customers, such as small- to medium-sized companies, either personally or by supervising an account management team. Work within established systems to develop solutions, generate new opportunities, and ensure all customer demands are met.

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.

Additional responsibilities (Detailed)

• Develops a team of Branch Managers to peak performance.
• Ensures that area sales targets and arrears targets are consistently achieved.
• Maintains the area branch operations of a comparatively large area in terms of manpower plan, growth and quality targets, cost management, arrears management, client service, compliance, audit requirements
• Involved in the recruitment and selection of branch managers.

Minimum requirements

• National Senior Certificate or equivalent NQF 4 qualifications
• RE5 (advantageous)
• 2-5 years similar experience required
• Financial services/banking industry experience (Advantageous)

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 Drives Results Ensures Accountability Interpersonal Savvy

Education

Closing Date

30 January 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!