Branch Manager (King Williams Town)

About the role

Old Mutual is looking for a Branch Manager for its King Williams Town office. The manager leads a small to medium-sized team of advisors and develops, maintains and leverages relationships with prospective and existing clients to stimulate and manage demand for financial products and services.

Key responsibilities

• Communicate the local action plan, link it to the function's strategy and the organisation's mission and vision, and motivate the team to achieve local business goals.
• Develop and run a relationship management plan for existing accounts, collect customer feedback and summarise it with recommendations for change.
• Identify complex standard products and services that meet customer needs, present them clearly and refer to senior colleagues where concessions are needed.
• Generate sales opportunities through referrals, existing customers and trade shows and conferences.
• Monitor personal and team performance, allocate work, review completion and take corrective action.
• Provide operational support and sometimes act as first-line supervisor of a transactional operations area.
• Deliver specialised support for key accounts, respond to complex customer inquiries and act as first point of contact for customer queries and complaints.
• Develop a customer contact plan for product launches and sales campaigns, and track budgets and report variances.
• Coach team members to develop their skills.

Required profile

• NQF Level 7 degree, advanced diploma or postgraduate certificate, or equivalent.
• Appointment made from the designated group in line with the Employment Equity Plan of Old Mutual South Africa.

Required skills

• Sales, consultative selling and direct selling
• Client needs assessments and upselling
• Compliance management and banking
• Change management and building networks