Two Mountains: Branch Manager

KDO Group (Pty) Ltd, is a registered 100% Black Owned Financial Service Provider that provides distribution of Insurance and Financial Services within South African market. We are a trusted partner dedicated to delivering financial services to our clients for a better business and a better life. 

Job Summary

• Ensure Branch profitability through the daily planning, leading, controlling and organizing of all resources, whilst ensuring superior customer service and drives sales.
• Ensure profitability by achieving the expected standards on sales and income through the daily management of employee's productivity within the branch.
• Optimize service processes within the branch to enable staff to provide excellent customer service.
• Ensure optimum trade operating profit is achieved by effectively controlling and managing all Branch expenses, recruit, develop and manage direct reports.

Sales and Administration:

• To foster a high-performance sales culture within the branch by ensuring that daily, weekly and monthly sales targets are met and exceeded monthly.
• Ensure that the branch meets and exceeds its monthly expense target by setting individual targets (daily, weekly and monthly). The targets must be aligned to targets set by business.
• Ensure that the branch achieves 90% MIP enforce conversion rates for all sales applications forms delivered by the node leaders.
• Manage communication within the branch.
• Manage stock level of stationery.
• Manage stock levels of marketing material.
• Manage all security aspects in the branch as per the policy (alarm code etc)
• Apply business rules and processes as defined in operational protocols.
• Ensure that all staff member adhere to all standard operating processes of a branch.
• Constantly re-evaluate and assess the processes and procedures.
• Report any issues with facilities (e.g. equipment, desks, chairs) and technology (desktop, network, telephony and extract hourly, daily and monthly reports for internal operational measurements.
• Conduct trend of hourly, daily, weekly and monthly branch performance data.

People Management:

• Staff Coaching & Development.
• Career development discussions.
• Identify and develop potential staff for succession planning.
• Identify training needs to ensure that all consultants are competent in their roles.
• Manage leave and absenteeism and plan accordingly for peak seasons/ off peak seasons.
• Ensure all staff signed performance contract, KPI's in place and have signed IDP.
• Ensure Weekly, Monthly performance discussions are conducted and documented.
• To manage resources capacity and recruit Branch Consultants as required.
• To schedule work rosters and shift allocations and be available during shifts to supervise.
• To draw Branch performance data (sales, sales quality, productivity, etc.), capture into commission sheets for calculation of monthly commissions, and submit to Branch Coordinator.
• Overall, to strike a balance between prioritizing the business requirements and the team's morale.

Customer Experience:

• Maintain relationships with internal and external clients, Branch Leader to request 360-degree feedback from internal stakeholders.
• Maintain professional look and feel of staff and the branch, Branch to be randomly audited
• Create a client centric culture within the branch
• Promote Branch awareness and identify marketing opportunities through client engagement, presentations, activations, referrals etc.
• Actively monitor QA scores for consultants and initiate interventions (coaching, training, group call evaluations) to address under-performance.
• Liaise with the field leader to ensure that deliverables are being met according to the SLAs and to ensure that communication is maximized.

· Grade 12

· Any relevant diploma or qualification

· years' experience in a management role

· Proven track record of good performance

· Firm grasp of modern management skills and tactics

· Understanding of funeral insurance laws and regulations

· A drive to reach sales and service goals

· Excellent organizational and leadership skills

· Experience with managing KPI's and branch headcount

· Driver licence and own vehicle (added advantage)

The above job description is intended to describe the general nature and level of work performed by a person assigned to this position. It is not intended to be construed as an exhaustive list of all responsibilities, duties and skills required. KDO reserves the right to add to or change the duties of the position at any time.

Work Location: Soweto and Vaal/ East Rand