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20 Nov 2024

Permanent Branch Manager – Tsakane – Kwagga – Sanlam Vacancies

Sanlam – Posted by JobLink24 –  Pretoria, Gauteng, South Africa

Job Description

Sanlam Vacancies – Branch Manager – Tsakane – Kwagg

Purpose of the Role

To lead and manage the retail branch in Tsakane, growing Sanlam’s customer base and revenue by driving sales, enhancing client experience, and ensuring operational efficiency. This includes developing branch strategies, guiding team performance, and fostering a service-driven culture.

Key Responsibilities

1. Strategy Development and Business Planning

  • Develop the branch strategy aligned with the Provincial goals.
  • Translate strategy into actionable sales targets and objectives.
  • Manage operational costs within the allocated budget.
  • Drive performance through incentive programs for Branch Consultants.

2. Sales Delivery and Activations

  • Plan and execute campaigns, promotions, and community events to attract clients.
  • Represent the branch at forums and community platforms to increase visibility and drive business.

3. Sales and Operational Effectiveness

  • Communicate sales targets to Branch Consultants and monitor performance.
  • Identify and resolve areas for improvement in sales processes and team activities.
  • Collaborate with HR, Technology, and other support functions to enhance branch operations.

4. Establishing a Service Culture

  • Ensure smooth and efficient client experiences through aligned processes and procedures.
  • Develop and monitor service delivery standards and address service gaps.
  • Handle escalated client complaints and ensure timely resolutions.

5. Compliance, Quality, and Risk Management

  • Maintain compliance with FSCA regulations and the Treating Customers Fairly (TCF) framework.
  • Ensure adherence to quality standards across the branch.

6. People Management

  • Work with HR to ensure the branch has the necessary capacity to meet targets.
  • Oversee talent management, performance reviews, and professional development of team members.
  • Foster a positive and growth-oriented work environment.

7. Planning and Reporting

  • Prepare and present monthly reports on sales, service activities, and branch performance.
  • Conduct data analysis to identify areas for improvement and plan future strategies.

Qualifications and Requirements

  • Education:
    • Matric (Grade 12)
    • RE1 and RE5 certification
    • 120 Wealth Management credits OR a tertiary qualification recognized by the FSCA
    • Class of Business accreditation (must be completed annually)
    • CPD compliance for current and past cycles
  • Experience:
    • Customer service and management experience
    • Sales and operational reporting expertise
    • Knowledge of business processes and financial services

Skills and Competencies

  • Strong customer focus and interpersonal skills
  • Decision-making and problem-solving abilities
  • Sales-driven mindset with an ability to optimize processes
  • Excellent leadership and team management skills
  • Resilient, innovative, and results-oriented

What Makes Sanlam Special?

Sanlam is committed to building strong, lasting relationships with employees. With a focus on career growth, personal development, and achieving great things, we provide numerous opportunities through our various business clusters, including Sanlam Fintech, Sanlam Life and Savings, and Sanlam Investment Group.

Core Competencies:

  • Cultivates innovation
  • Customer-focused
  • Results-driven
  • Collaborative mindset
  • Resilient

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