Branch Management Position
4 days ago
About This Role
As a Branch Manager, you will play a vital role in driving business growth and managing a team of consultants. Your primary responsibility will be to execute our retail branch strategy, growing the customer base and revenue of Sanlam Retail Mass.
Key Responsibilities
- Guide and standardize consultant activities
- Lead a service delivery culture and ecosystem
- Maintain day-to-day operations of the retail branch
Requirements
To succeed in this position, you must have:
- Maturity (Grade 12)
- Passed the FAIS RE5
- 120 Wealth Management credits or tertiary qualification recognized by the FSCA
- Class of Business compliant per product category (annual)
- Continuous Professional Development (CPD) compliant Minimum experience requirements satisfied per financial category
- Meet fit and Proper Requirements
Key Skills and Experience
A successful candidate should possess:
- Comprehensive long-term and lending product knowledge
- FSCA and Prudential Authority Framework and Requirements
- FAIS and Consumer Acts
- POPIA, AML, KYC, and basic understanding of underwriting discipline
- Sales tactics and approaches
- Stakeholder engagement and management
- Customer service and engagement
- Relevant Regulatory frameworks, policies, and standards
Desirable Qualifications and Experience
We are looking for candidates with at least 5 years' recent industry experience, preferably 3 years in a leadership capacity, and proven track records in sales and service delivery within the Financial Sector.
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