Sunday , February 25 2024

Jobs at Momentum – Branch Manager

Website Momentum

Job Description:

Plan, lead and direct the management of day to day activities of financial advisors through effective people and branch management in order to foster client centricity, increased productivity and enable operational sales excellence.

Job Responsibilities:

  • Ensure the applicable Branch meets and exceeds productivity, production and quality targets as determined
  • Ensure that segmentation insights, information and toolkits are used to enable Financial Advisers to indentify and reach target segment customers
  • Provide competitor product and activity feedback to segment and product development teams in order to identify current and prospective sales opportunities
  • Induct, develop and support financial advisers to meet and exceed performance and productivity standards in order to enable passionate and confident sales entrepreneurs
  • Manage and monitor activities of Financial Advisers through market allocation to ensure that each financial adviser has adequate and appropriate market access opportunities
  • Participate in tactical sales planning and implement the business plan for the branch as developed and agreed
  • Ensure technical product and legislative knowledge is always current in order to advise on the most relevant and innovative client solutions and comply with governance requirements
  • Ensure that sales support zones are optimised to appropriately manage poor performance and minimise staff turn-over
  • Teach, coach, mentor, and supervise financial advisers to meet and exceed performance standards and enable progression in their career path
  • Recruit, select and retain high quality financial advisors by ensuring an optimum mix of talent in each advisor category in order to build capability to meet current and future staffing needs in accordance with the manpower plan

Qualification & Experience:

  • Minimum 1 year managerial experience in overseeing the rendering of financial advice to fulfil the duties of a compliant key individual and be registered with the FSB
  • Grade 12/NQF 4 equivalent qualification
  • FAIS Representative Regulatory Exam Level 5 passed
  • 120 FAIS related credits

Job Details:

Company: Momentum

Vacancy Type: Full Time

Job Location: Eshowe, KwaZulu-Natal, South Africa

Application Deadline: N/A

Apply Here