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Old Mutual

Life insurance, asset management, and banking

Branch Manager

Retail & Commercial BankingPosted on Nov 13
Full-timeSouth AfricaNo salary listedIn-person

About the Job

Requirements

  • NQF Level 4 education, such as Grade 12, a school-leaving certificate, a National or Occupational Certificate, or an equivalent qualification.

Responsibilities

  • Manage a team of financial and client relations consultants and branch processes to achieve objectives and drive branch performance.
  • Ensure the consultant team achieves sales targets and objectives over periods of one day to three months.
  • Support and motivate branch consultants to drive sales and service of insurance and lending products, referrals, and collections, and communicate clear expectations for targets and outcomes.
  • Manage the branch as a profit centre, balancing products sold, service, and expenses.
  • Supervise the consultant team through performance appraisals, handling disciplinary issues, and monitoring staff attendance.
  • Conduct manager reviews and ensure policies, procedures, and company values are followed in branch operations; ensure process compliance for audit purposes and proactively address non-compliance.
  • Ensure consultants are trained and internal capabilities are developed by identifying talent, providing ongoing formal and informal coaching and mentoring, and structuring development plans focused on sales and soft skills.
  • Plan and monitor daily and future activities and progress to identify impacts on targets and productivity and ensure operations run smoothly and efficiently.
  • Maintain branch operations through effective expense and cost management in support of profitability.
  • Ensure people resources, systems, and equipment are available, functional, and compliant with corporate identity requirements.
  • Deliver superior customer service and client-centric behaviour by resolving client queries and complaints promptly and professionally.
  • Manage relationships with internal and external stakeholders, including RMM, i-Wyze, Octogen, and PFA, and manage referrals between business units.
  • Identify new business and sales opportunities and market products and services to support business growth.

About the Company

Old Mutual

Life insurance, asset management, and banking

Generating summary for Old Mutual.

Company size
10,001+
Company stage
IPO
Headquarters
London, United Kingdom
Founded
1845

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