OMF Branch Manager (Northmead Benoni)

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.

• Manages a small to medium-sized team of advisors
• Develop, maintain, and leverage relationships with prospective and existing clients
• Stimulate and manage demand for financial products and services

Responsibilities

• Communicate the local action plan
• Explain how this relates to the function’s strategy and action plan
• Motivate people to achieve local business goals

Customer Relationship Management / Account Management

• Develop and implement a relationship management plan
• Identify and build relationships with relevant decision-makers
• Enable effective two-way flow of information and resolution of issues
• Collect feedback from identified customers or customer segments
• Provide themes, summary analyses, and recommendations for changes

Sell Customer Propositions

• Use personal expertise to identify complex standard products and/or services
• Present these to the customer with a clear rationale
• Refer to senior colleagues where necessary to ask for concessions

Sales Opportunities Creation

• Identify potential customers through referrals and recommendations
• Participate in trade shows and conferences

Performance Management

• Respond to personal objectives using performance management systems
• Monitor team performance, allocate work, and review completion
• Take corrective action to ensure timeliness and quality

Operations Management

• Provide operational support services
• Act as first-line supervisor of a transactional operations area

Promoting Customer Focus

• Assist with the development of internal communications
• Build strong external customer relationships

Key Account Management

• Deliver specialized support and service for new and existing accounts
• Respond to complex customer inquiries

Customer Relationship Development / Prospecting

• Develop and implement a customer contact plan
• Communicate product launches and engage potential customers

Budgeting

• Track budgets and report variances to senior colleagues

Organizational Capability Building

• Provide coaching to team members to develop their skills

Skills

1. Building Trust
2. Change Management
3. Client Needs Assessments
4. Commercial Acumen
5. Consultative Selling
6. Customer-Focused
7. Customer Service
8. Direct Selling
9. Executing Plans
10. Identifying Customer Needs
11. Identifying Sales Opportunities
12. Sales Software
13. Strengthening Customer Relationships
14. Upselling

Competencies

1. Builds Networks

Education

1. NQF Level 4 - Grade 12
2. School leaving Certificate
3. National or Occupational Certificate or equivalent

Closing Date

07 July 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!