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
This 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.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.
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.
Identify potential customers by obtaining information, referrals, and recommendations from existing customers and other contacts and/or through participation in trade shows and conferences.
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.
Supervise others working within established operational systems.
Collaborate internally and work as the customer champion in cross-functional teams to build strong external customer relationships.
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.
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.
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, UpsellingCompetencies
Builds NetworksBusiness InsightCollaboratesCommunicates EffectivelyCustomer FocusDrives ResultsEnsures AccountabilityInterpersonal SavvyEducation
Closing Date
30 January 2026 , 23:59The 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.
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