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20 Nov
2024
Permanent Branch Manager – Sanlam Vacancies
Job Description
Sanlam Vacancies – Branch Manager – Pretoria, Gauteng
Role Overview:
We are seeking a dynamic and experienced Branch Manager to lead and drive the growth of Sanlam Retail Mass through strategic development, team leadership, and operational management. The ideal candidate will play a crucial role in overseeing the daily operations of the branch, ensuring optimal client experience, and leading the branch team to achieve sales and service excellence.
Key Responsibilities:
- Strategy Development & Business Planning:
- Collaborate with the Area Manager to translate provincial strategy into actionable retail branch goals.
- Contribute to monthly, quarterly, and annual business planning for retail branches.
- Manage operational costs and ensure alignment with the allocated budget.
- Develop and implement incentive programs to drive performance among Branch Consultants.
- Retail Branch Sales & Activations:
- Lead the execution of campaigns, promotions, and events to attract new clients and build brand awareness.
- Represent the branch at community forums and events to generate business opportunities.
- Monitor sales activities, ensuring targets are met, and address performance gaps with Branch Consultants.
- Operational Effectiveness:
- Work with support teams (HR, Technology, etc.) to ensure systems and processes are in place to meet targets and enhance service delivery.
- Identify opportunities for improvement in support systems, and propose solutions to prevent future challenges.
- Service Culture:
- Develop and maintain high standards of client service delivery, ensuring smooth processes for an optimal client experience.
- Handle client complaints and queries within SLA timeframes, escalating issues when necessary, and ensuring effective resolution.
- Compliance, Risk & Quality Management:
- Ensure that compliance and quality standards are met in line with FSCA regulations and the Treating Customers Fairly (TCF) framework.
- Oversee risk management and ensure adherence to branch processes and operational guidelines.
- People Management:
- Collaborate with HR and Talent Acquisition to ensure the branch is staffed with capable and qualified individuals.
- Manage people practices, including performance management, talent development, and grievance resolution.
- Support the continuous professional growth and accreditation of branch staff.
- Planning & Reporting:
- Prepare monthly reports on sales and service activities, identifying areas for improvement.
- Conduct planning sessions based on insights from performance reports.
Qualifications:
- Matric (Grade 12)
- RE1 and RE5 certifications
- 120 Wealth Management credits OR tertiary qualification recognized by the FSCA
- Class of Business accreditation (annual)
- Compliance with continuous professional development (CPD) cycles
Skills & Knowledge:
- Excellent customer service and management skills
- Proficient in reporting and administration
- Strong understanding of business processes and services
- Knowledge of compliance, quality standards, and accreditation requirements
Core Competencies:
- Interpersonal savvy
- Decision-making ability
- Strong work process optimization skills
- Innovation and customer focus
- Results-driven with a collaborative approach
- Resilience in achieving targets
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