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Branch Manager-Port Shepstone

2 months ago

KwaZuluNatal, South Africa Sanlam Group Full time
Job title : Branch Manager-Port Shepstone Job Location : KwaZulu-Natal, Deadline : August 18, 2024 Quick Recommended Links
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What will you do?

  • Strategy development and business planning:
  • Work with Area Manager and translate the Provincial strategy into a retail branch strategy, specifying targets, objectives and metrics.
  • Contribute insights to monthly, quarterly and annual business planning for retail branches in the Region / Province.
  • Develop incentive tactics for the Branch Consultants and drive performance.

Activations:

  • Develop and execute strategies (campaigns / promotions / events / etc.) to entice and draw clients from outside of the branch.
  • Plan and represent the branch at various forums / events / community platforms to establish awareness and gain business.

Sales and operational effectiveness:

  • Communicate the Retail Branch strategy, sales targets and metrics to Branch Consultants. Identify Key Result Areas and work with Branch Consultants to develop and agree collective targets.
  • Monitor activities and the achievement of sales targets in the branch. Identify areas of improvement and work with Branch Consultants to address / rectify.
  • Work with Business Owners of supporting functions (HR, Technology, etc.), and put the right mechanisms in place (systems, processes, technology) to ensure the branch is able to deliver a service and achieve targets.
  • Identify and escalate areas of improvement regarding support systems, processes, and technologies. Where possible, solve problems or propose solutions to prevent issues from reoccurring.
  • Manage the capacity and daily activities of the branch, in line with targets and objectives to ensure growth in clients and profits.
  • Ensure any changes relating to systems, processes, regulations, policies and products are proactively communicated and cascaded to retail branch staff members.

Compliance, quality and risk management:

  • Ensure alignment to the Treating the Customer Fairly (TCF) framework in all business practices and
  • ensure the branch operates within the FSCA regulations.
  • Identify, flag and manage risks associated with compliance, conduct and quality in the branch in line with the compliance and risk management framework.

People management:

  • Work with Human Resources and Talent Acquisition to put the necessary capacity / capability in place to achieve sales targets in the branch.
  • Responsible for all operational people practices relating to direct reports, in collaboration with the
  • Human Resource Function (talent management, performance management, individual development and growth, resolving grievances, leave allocation, capacity management, etc.).
  • Manage and support the accreditation and continuous professional growth of staff functioning in the branch.
  • Coach and develop team members, providing the necessary guidance, training and work exposure to ensure personal and career growth.
  • Retain team members to ensure a consistent service delivery to clients. Provide input into the Employee
  • Value Proposition and retention strategies.

Monthly planning and reporting:

  • Responsible for monthly reporting of sales and service activities in the Branch. Analyse data to identify areas of improvement and plan for the next month.
  • Conduct monthly and annual planning based on reports.

Stakeholder engagement:

  • Identify key internal and external stakeholders (Area Managers, Business Owners, activation sites, community forums, etc.). Determine effective engagement tactics that will contribute to building and maintaining relationships.
  • Manage and coordinate the delivery of internal and external stakeholders supporting the branch.

What will make you successful in this role?
QUALIFICATIONS:

  • Matric (Grade 12)
  • RE1 and RE5
  • 120 Wealth Management credits OR tertiary qualification recognised by the FSCA
  • Class of Business accreditation (annual)
  • Compliant with continuous professional development (CPD) current and past cycles.

KNOWLEDGE AND EXPERIENCE

Knowledge:

  • Sales tactics and approaches
  • Stakeholder engagement and management
  • Customer service and engagement
  • Relevant Regulatory frameworks, policies, and standards
  • Sanlam insurance products (ideal)
  • People management practices and principles

Experience:

  • At least 5 years recent industry experience of which 3 years should be in any leadership capacity.
  • Service Management experience is essential
  • Sales experience

Qualification and Experience

  • Degree or Diploma with 6 to 8 years experience or 10 years related experience.

Knowledge and Skills

  • Customer service and management
  • Reporting and administration
  • Quality, Compliance and Accreditation
  • Business processes and management of budget
  • Services Knowledge

Personal Attributes

  • Interpersonal savvy - Contributing through others
  • Decision quality - Contributing through others
  • Plans and aligns - Contributing through others
  • Builds effective teams - Contributing through others

  • Sales / Retail / Business Development  jobs