Branch Manager responsible for growing customer base and revenue at Sanlam Retail Mass. Developing retail strategy, maintaining operational excellence, and ensuring compliance standards are met.
Responsibilities
Responsible for growing the customer base and revenue of Sanlam Retail Mass.
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.
Responsible for Retail branch strategy development and business planning.
Ensure retail branch sales delivery and establish and drive a service culture.
Ensure compliance, quality, and risk management.
Responsible for all operational people practices relating to direct reports, in collaboration with HR.
Monthly planning and reporting of sales and service activities in the Branch.
Identify key internal and external stakeholders and determine effective engagement tactics for relationship building and maintenance.
Requirements
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.
A minimum of 5 years recent industry experience of which 3 years should be in any leadership capacity.
Service Management experience is essential.
Insurance sales experience.
Credit and lending experience.
Knowledge, Skills and Competencies: 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.
Business Acumen.
Computer literate.
Data and analytics (including data visualisation).
Project management.
Critical thinking and problem-solving skills.
Strong communicator (verbally and in writing).
Able to lead and motivate a team.
Driven to exceed targets.
Organising skills.
Adaptable and able to learn quickly.
Resilient and open to change.
Benefits
Competitive salary and performance-based incentives.
Comprehensive benefits package.
Opportunities for career advancement within a growing organization.
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Branch Manager growing customer base and revenue for Sanlam Retail Mass. Overseeing execution of retail strategy and managing operational practices to ensure compliance and quality.
Branch Manager responsible for developing and executing retail branch strategy at Sanlam. Leading sales and service delivery while ensuring compliance and operational management.
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