Vacancies at Metropolitan – Branch Manager

Website Metropolitan

Job Description:

Manage and motivate a team of Financial Advisors in order to deliver an excellent client experience and support the achievement of sales targets.

Job Responsibilities:

  • Drive client service delivery goal achievement in line with predefined standards in order to ensure that clients receive appropriate advice and after sales service.
  • Demonstrate exemplary leadership behaviour, through personal involvement, commitment and dedication in support of organisational values.
  • Maintain effective and efficient record keeping on the relevant system.
  • Manage client query processes and ensure that queries are tracked, accurately resolved and used as a mechanism to improve client service and business processes.
  • Implement action plans to achieve sales targets and business goals.
  • Identify employee growth and development needs and schedule interventions to enable ongoing development, training and personal growth.
  • Regularly assess team members’ performance against targets and implement actions to increase performance.
  • Communicate and implement approved team targets within area of responsibility.
  • Develop plans to achieve sales targets in line with client centric practices.
  • Provide authoritative, expertise and advice to clients and stakeholders.
  • Support effective workforce planning practices to ensure that staffing requirements are accurately forecasted.
  • Provide regular reports on delivery of services.
  • Select and recruit suitably qualified talent in line with Employment Equity principles and Momentum Metropolitan values.
  • Effectively manage all day-to-day team activities and escalations.
  • Drive a culture that guides and directs best practice, fostering an environment of continuous learning, improvement and cohesiveness.
  • Collaborate with Quality Assurance and Performance Coaches to guide and coach team to increase productivity, compliance and quality of calls.
  • Assess service delivery based on engagements with business stakeholders and relevant analytics and implement plans for improvement.
  • Enable a learning and growth culture whereby information regarding successes, issues, trends and ideas are actively shared between team members.
  • Develop action plans and initiatives to drive sales, motivate team and improve performance.
  • Manage the adherence to operational processes, policies and legislative requirements.

Job Requirements:

  • FAIS Representative Regulatory Exam Level 5 passed
  • Relationship building
  • 120 FAIS related credits
  • 3-5 years experience in a sales environment
  • Matric or equivalent NQF 4 qualifcation
  • Networking
  • Good communication
  • 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
  • Computer Literacy
  • Financial services industry (relevant legislation, product and process knowledge, Class of Business knowledge)

Job Details:

Company: Metropolitan

Vacancy Type: Full Time

Job Location: Bojanala, North-West, SA

Application Deadline: N/A

Apply Here