OMF Branch Manager (Eastgate Mall)

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

• 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.
• Use personal expertise to identify the complex standard products and/or services offered by the organization that meet the customer's needs, presenting them with a clear rationale.
• Identify potential customers by obtaining information, referrals, and recommendations from existing customers and other contacts.
• Respond to personal objectives and use performance management systems to improve personal performance.
• Provide operational support services and sometimes act as first-line supervisor of a transactional operations area.
• Assist with the development of internal communications and work collaboratively with colleagues to build strong external customer relationships.
• Deliver specialized support and service for new and existing accounts in line with organizational policies and procedures.
• Develop and implement a customer contact plan to communicate product launches and engage the potential customers.
• Track budgets and report variances to more senior colleagues.
• Provide coaching to team members to develop their skills.

• NQF Level 4 - Grade 12, School leaving Certificate, National or Occupational Certificate or equivalent (Required)