Tuesday , February 27 2024

Metropolitan Vacancies – Branch Manager

Website Metropolitan

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:

  • Provide authoritative, expertise and advice to clients and stakeholders
  • Adhere to high ethical standards and ensure Financial Advisors comply with all regulations/applicable laws as it applies to the entire branch
  • Provide competitor product and activity feedback to segment and product development teams in order to identify current and prospective sales opportunities
  • Ensure that segmentation insights, information and toolkits are used to enable Financial Advisers to indentify and reach target segment customers
  • Manage the delivery on service level agreements made with clients and internal and external stakeholders in order to ensure that client expectations are managed
  • Manage and monitor activities of Financial Advisers through market allocation to ensure that each financial adviser has adequate and appropriate market access opportunities
  • Provide regular reports on delivery of services against agreed service standards and in terms of overall client targets.
  • Utilise the Distribution Management Operating System to monitor and manage financial performance
  • Participate in tactical sales planning and implement the business plan for the branch as developed and agreed
  • Create a positive work climate and culture to energise employees, give meaning to work, minimise work disruption and maximise employee productivity
  • Ensure the applicable Branch meets and exceeds productivity, production and quality targets as determined
  • Make recommendations to improve client service and fair treatment of clients within area of responsibility
  • Ensure that sales support zones are optimised to appropriately manage poor performance and minimise staff turn-over
  • Participate and contribute to a culture which builds rewarding relationships, facilitates feedback and provides exceptional client service
  • 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
  • Teach, coach, mentor, and supervise financial advisers to meet and exceed performance standards and enable progression in their career path
  • Support and guide Financial Advisors through the decision making process by displaying exceptional product knowledge and customer centricity
  • Build and maintain relationships with clients and internal and external stakeholders
  • Induct, develop and support financial advisers to meet and exceed performance and productivity standards in order to enable passionate and confident sales entrepreneurs
  • Contribute to the process of developing client service standards in order to ensure clients receive clear and accurate information and are kept informed at all times
  • 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

Job Requirements:

  • Grade 12/NQF 4 equivalent qualification
  • FAIS Representative Regulatory Exam Level 5 passed
  • Motivating and Inspiring Team
  • Client/ Stakeholder Commitment
  • Leads Change and Innovation
  • 120 FAIS related credits
  • 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 FSP
  • Drive for Results

Job Details:

Company: Metropolitan

Vacancy Type: Full Time

Job Location: Estcourt, KwaZulu-Natal, SA

Application Deadline: N/A

Apply Here