Branch Manager - Mthata

Sanlam Developing Markets [SDM] (a wholly-owned subsidiary of Sanlam Life Limited) is one of the top financial services providers in the South African entry-level and emerging middle market. It aims to understand the unique requirements of clients and offers a wide range of simple and affordable financial solutions that cover needs such as funeral insurance, savings for education, life cover and personal accident plans.

Position Overview:

As a Branch Manager, you will be responsible for growing the customer base and revenue of Sanlam Retail Mass through developing and overseeing the execution of the retail branch strategy.

Key Responsibilities:

• Guiding, integrating, and standardising the activities, goals and objectives of various Sales Consultants in the branch, in line with the strategy.
• Leading a service delivery culture and eco-system within and outside of the branch to enable an optimal client experience.
• Assuming responsibility for the successful day to day maintenance and management of the Retail branch, including strategy development and business planning.
• Ensuring retail branch sales delivery and establishing and driving a service culture.
• Ensuring compliance, quality, and risk management.
• Managing operational people practices relating to direct reports, in collaboration with HR (talent management, performance management, individual development and growth, resolving grievances, leave allocation, capacity management, etc.).
• Monthly planning and reporting of sales and service activities in the Branch.
• Identifying key internal and external stakeholders and determining effective engagement tactics to build and maintain relationships.

Qualifications and Experience:

• 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.
• At least 5 years recent industry experience, with 3 years in a leadership capacity.
• Service Management experience is essential.
• Credit and lending experience.

Knowledge, Skills and Competencies:

• 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.
• Business Acumen.
• Data and analytics (including data visualisation).
• Project management.
• Critical thinking and problem-solving skills.
• Strong communicator (verbally and in writing).
• Able to lead and motivate a team.
• Driven to exceed targets.
• Adaptable and able to learn quickly.
• Resilient and open to change.

Personal Attributes:

• Interpersonal savvy
• Decision quality
• Directs work
• Optimises work processes

Core Competencies:

• Cultivates innovation
• Customer focus
• Drives results
• Collaborates
• Being resilient

Our Commitment to Transformation:

The Sanlam Group is committed to achieving transformation and embraces diversity. This commitment drives us to achieve a diverse, inclusive and equitable workplace as we believe that these are key components to ensuring a thriving and sustainable business in South Africa.