Branch Manager – Financial Services

About the role

Old Mutual is looking for a Branch Manager who will lead and coordinate the sales function of a branch and manage a large team of advisors. The manager develops and maintains relationships with prospective and existing clients to stimulate demand for financial products and services.

Key responsibilities

• Communicate the local action plan and its link to the function's strategy and the organisation's mission and vision, and motivate people to achieve local business goals.
• Develop and run a relationship management plan for existing accounts, collect customer feedback and turn it into themes, summaries and recommendations.
• Identify products that fit customers' needs, propose quantities and configurations and close sales at standard terms and conditions.
• Generate sales opportunities through referrals, existing customers and trade shows and conferences.
• Set and track personal and team performance objectives, and supervise operations within established systems.
• Act as customer champion in cross-functional teams and maintain key accounts, including small- to medium-sized companies.
• Run prospecting and customer contact plans, act as first point of contact for queries and complaints and refer complex issues.
• Track budgets and report variances to senior colleagues, and coach team members to develop their skills.

Required profile

• NQF Level 7 degree, advanced diploma or postgraduate certificate, or equivalent.
• Ability to build networks, collaborate effectively and drive results while ensuring accountability.

Required skills

• Consultative selling and direct selling
• Sales software
• Client needs assessments and upselling