Position Summary:
Oversee the end to end operational management of the region through effective people and region management in order to foster excellence in client centricity, increased productivity and effectively align operational sales and client services.
Key Responsibilities:
- Develop the necessary sales strategy and tactics to close identified business, including all necessary sales activities, prospect calls, presentations and executive meetings.
- Set targets and take accountability for the overall achievement of performance objectives in the business area, by driving sales performance.
- Provide clear direction on the strategic plan and key focus areas to ensure targets are met Manage and drive the turnaround time in terms of targets to ensure a high sales performance.
- Manage the delivery of deviance reporting as and when requested, to provide recommendations and mitigating solutions to deviances that have occurred.
- Assist team members, as necessary, by interacting with clients in order to facilitate sales and/or client concerns/complaints.
- Manage allocated sales budget through effective coordination of sales activities and behaviours, key accounts and expense budget.
- Communicate processes, control requirements, risk management frameworks and regulatory requirements that impact the sales process.
- Coach team members on all the processes and controls and ensure understanding and commitment.
- Ensure team members complete all required compliance exams and attestations within specified timeframes.
- Provide authoritative, expertise and advice to clients and stakeholders.
- Build and maintain relationships with clients and internal and external stakeholders.
- Contribute to the process of negotiating objective and realistic service level agreements, monitor appropriateness and recommend adjustments.
- Define service practices which builds rewarding relationships, encourages innovation and allows others to provide exceptional client service.
- Deliver on service level agreements made with clients and internal and external stakeholders in order to ensure that client expectations are managed.
- 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.
Required Education & Experience:
- FAIS Representative Regulatory Exam 1 and 5(passed)
- Grade 12/NQF 4 equivalent qualification
- Minimum 3 – 5years’ managerial experience in overseeing the rendering of financial advice to fulfil the duties of a compliant key individual and be registered with the FSP
- 120 FAIS related credits