Branch Manager

3 weeks ago

Pretoria, South Africa Sanlam Full time

Who are we? Sanlam Developing Markets (SDM)(a wholly-owned subsidiary of Sanlam Life Limited) is one of the top financial services providers in the South African entry-level and emerging middle market. It aims to understand the unique requirements of clients and offers a wide range of simple and affordable financial solutions that cover needs such as funeral insurance, savings for education, life cover and personal accident plans. In terms of the Sanlam Group Governance Policy, SDM is managed by the SA Retail Mass cluster, which is part of the Sanlam Life and Savings cluster within the Sanlam Group. The cluster focusses on retail products, as well as group schemes. What will you do? To grow the customer base and revenue of Sanlam Retail Mass through developing and overseeing the execution of the retail branch strategy. Guiding, integrating and standardising the activities, goals and objectives of various Sales Consultants in the branch, in line with the strategy. Leading a service delivery culture and eco‑system within and outside of the branch to enable an optimal client experience. Assuming responsibility for the successful day to day maintenance and management of the Retail branch. Being a key representative for the retail branch in the industry. What will make you successful in this role? 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. Responsible for managing operational costs in line with the allocated budget. Develop incentive tactics for the Branch Consultants and drive performance Retail Branch Sales Delivery 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 elevate areas of improvement regarding support systems, processes, and technologies. Where possible, solve problems or propose solutions to prevent issues from reoccurring. Establish and drive a Service Culture: Align processes and procedures in the

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