Branch Manager-Port Shepstone at Sanlam Group

What will you do?

• Strategy development and business planning:
• Work with Area Manager and translate the Provincial strategy into a retail branch strategy, specifying targets, objectives and metrics.
• Contribute insights to monthly, quarterly and annual business planning for retail branches in the Region / Province.
• Develop incentive tactics for the Branch Consultants and drive performance.

Activations:

• Develop and execute strategies (campaigns / promotions / events / etc.) to entice and draw clients from outside of the branch.
• Plan and represent the branch at various forums / events / community platforms to establish awareness and gain business.

Sales and operational effectiveness:

• Communicate the Retail Branch strategy, sales targets and metrics to Branch Consultants. Identify Key Result Areas and work with Branch Consultants to develop and agree collective targets.
• Monitor activities and the achievement of sales targets in the branch. Identify areas of improvement and work with Branch Consultants to address / rectify.
• Work with Business Owners of supporting functions (HR, Technology, etc.), and put the right mechanisms in place (systems, processes, technology) to ensure the branch is able to deliver a service and achieve targets.
• Identify and escalate areas of improvement regarding support systems, processes, and technologies. Where possible, solve problems or propose solutions to prevent issues from reoccurring.
• Manage the capacity and daily activities of the branch, in line with targets and objectives to ensure growth in clients and profits.
• Ensure any changes relating to systems, processes, regulations, policies and products are proactively communicated and cascaded to retail branch staff members.

Compliance, quality and risk management:

• Ensure alignment to the Treating the Customer Fairly (TCF) framework in all business practices and
• ensure the branch operates within the FSCA regulations.
• Identify, flag and manage risks associated with compliance, conduct and quality in the branch in line with the compliance and risk management framework.

People management:

• Work with Human Resources and Talent Acquisition to put the necessary capacity / capability in place to achieve sales targets in the branch.
• Responsible for all operational people practices relating to direct reports, in collaboration with the
• Human Resource Function (talent management, performance management, individual development and growth, resolving grievances, leave allocation, capacity management, etc.).
• Manage and support the accreditation and continuous professional growth of staff functioning in the branch.
• Coach and develop team members, providing the necessary guidance, training and work exposure to ensure personal and career growth.
• Retain team members to ensure a consistent service delivery to clients. Provide input into the Employee
• Value Proposition and retention strategies.

Monthly planning and reporting:

• Responsible for monthly reporting of sales and service activities in the Branch. Analyse data to identify areas of improvement and plan for the next month.
• Conduct monthly and annual planning based on reports.

Stakeholder engagement:

• Identify key internal and external stakeholders (Area Managers, Business Owners, activation sites, community forums, etc.). Determine effective engagement tactics that will contribute to building and maintaining relationships.
• Manage and coordinate the delivery of internal and external stakeholders supporting the branch.

What will make you successful in this role?
QUALIFICATIONS:

• 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.

KNOWLEDGE AND EXPERIENCE

Knowledge:

• 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

Experience:

• At least 5 years recent industry experience of which 3 years should be in any leadership capacity.
• Service Management experience is essential
• Sales experience

Qualification and Experience

• Degree or Diploma with 6 to 8 years experience or 10 years related experience.

Knowledge and Skills

• Customer service and management
• Reporting and administration
• Quality, Compliance and Accreditation
• Business processes and management of budget
• Services Knowledge

Personal Attributes

• Interpersonal savvy - Contributing through others
• Decision quality - Contributing through others
• Plans and aligns - Contributing through others
• Builds effective teams - Contributing through others