Branch Manager – Plettenberg Bay needed at Metropolitan
Metropolitan’s job vacancy, Career and Recruitment
Job title : Branch Manager – Plettenberg Bay jobs in Western Cape
Job Location : Western Cape,
Deadline : September 15, 2022
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Role Purpose
Manage and motivate the team in order to deliver an excellent client experience and support the achievement of sales targets
Experience:
- 3-5 years experience in a sales environment (essential)
- 2-3 years experience for the rendering of financial advice, as required by relevant regulatory body (essential)
- 1-2 years managerial experience (desirable)
Formal qualifications
- Grade 12 or equivalent qualifcation
- Diploma in business management or equivalent qualification
- Relevant legislative/regulatory exams or qualifications
- Specific licensing or registration: Certified Financial Planner
Skills:
- Interpersonal skills
- Relationship building and networking skills
- Communication skills
- Computer skills
- Negotiation skills
- Planning and organising skills
- Analytical skills
- Knowledge of the financial services industry
- Knowledge of relevant legislation
- Relevant product and process knowledge (Class of Business knowledge)
- Knowledge of the sales process and cycle
Duties & Responsibilities
- Develop plans to achieve sales targets in line with client centric practices.
- Manage the adherence to operational processes, policies and legislative requirements.
- Develop action plans and initiatives to drive sales, motivate team and improve performance.
- Communicate and implement approved team targets within area of responsibility.
- Implement action plans to achieve sales targets and business goals.
- Effectively manage all day-to-day team activities and escalations.
- Collaborate with Quality Assurance and Performance Coaches to guide and coach team to increase productivity, compliance and quality of calls.
- Regularly assess team members’ performance against targets and implement actions to increase performance.
- Assess service delivery based on engagements with business stakeholders and relevant analytics and implement plans for improvement.
- Maintain effective and efficient record keeping on the relevant system.
- Conduct regular engagement with team members in order to cascade information and team objectives.
- Cultivate and manage working relationships with a variety of stakeholders.
- Analyse, identify trends and report on team performance and productivity.
- Implement effective staffing and scheduling models for guaranteed coverage at the lowest possible costs.
- Implement measures to address non-performance within the team.
- Identify operational efficiencies and make recommendations for improvement.
CLIENT
- Drive client service delivery goal achievement in line with predefined standards in order to ensure that clients receive appropriate advice and after sales service.
- Manage client query processes and ensure that queries are tracked, accurately resolved and used as a mechanism to improve client service and business processes.
- Provide regular reports on delivery of services.
- Provide authoritative, expertise and advice to clients and stakeholders.
- Make recommendations to improve client service and fair treatment of clients within area of responsibility.
- Participate and contribute to a culture which builds rewarding relationships, facilitates feedback and provides exceptional client service.
Competencies
- Adopting Practical Approaches: Applies practical skills when investigating issues; prefers to learn by doing; is practically minded and applies common sense.
- Interacting with People: Is lively and projects enthusiasm; is talkative in making contact; is focused on interacting and networking with people.
- Convincing People: Is comfortable having to persuade others; shapes opinions by being outspoken; seeks to negotiate with others.
- Making Decisions: Is determined and decides on actions; willingly assumes responsibility; is definitive and stands by own decisions.
- Empowering Individuals: Motivates individuals by empowering them; seeks to inspire people and groups; gives encouragement to others.
- Resolving Conflict: Is comfortable calming upset people; handles angry individuals well; is focused on resolving conflict and arguments.
- Team Working: Works participatively with others; is democratic and encourages team contributions; collaboratively involves others in decision making.
- Seizing Opportunities: Identifies business opportunities; creates additional sales for future growth; wants to win and outperform competitors.
How to Apply for this Offer
Interested and Qualified candidates should Click here to Apply online