Senior Branch Operations Manager
4 days ago
Sanlam Developing Markets (SDM) is a leading financial services provider in South Africa, catering to the entry-level and emerging middle market. Our goal is to understand our clients' unique needs and offer simple, affordable financial solutions that cover essential aspects like funeral insurance, savings for education, life cover, and personal accident plans.
Salary InformationWe offer a competitive salary ranging from R850,000 to R1,200,000 per annum, depending on experience and qualifications.
Job DescriptionMain Responsibilities:- To develop and execute strategies for growing the customer base and revenue of Sanlam Retail Mass.
- To guide, integrate, and standardise the activities, goals, and objectives of Sales Consultants in line with the retail branch strategy.
- To lead a service delivery culture and ecosystem within and outside the branch to ensure an optimal client experience.
- To assume responsibility for the successful day-to-day maintenance and management of the Retail branch.
- To represent the retail branch in the industry.
- Strategy Development and Business Planning: Work with Area Manager to translate the Provincial strategy into a retail branch strategy, specifying targets, objectives, and metrics.
- Retail Branch Sales Delivery Activations: Develop and execute strategies to entice clients from outside the branch.
- Sales and Operational Effectiveness: Communicate the Retail Branch strategy, sales targets, and metrics to Branch Consultants, monitor activities, and identify areas of improvement.
- Establish and Drive a Service Culture: Align processes and procedures to enable a smooth, efficient, and optimal client experience.
- Compliance, Quality, and Risk Management: Ensure compliance and quality standards are effectively communicated and adopted across the branch.
- People Management: Work with HR to establish and maintain good people practices in the branch.
- Maturity Qualification
- 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
- Cultivates innovation - Contributing through others
- Customer focus - Contributing through others
- Drives results - Contributing through others
- Collaborates - Contributing through others
- Being resilient - Contributing through others
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