Purpose of the Role: To manage the sales force within defined regional territory. Responsible for managing the sales operations, meeting targets and managing the sales team in the region. Support the bank’s drive to deliver a multi-channel distribution capability to its customers. To provide supervision to subordinates.
Role Responsibilities:
Sales Targets
- Support the bank’s drive to a more diversified customer, channel and product capability. Support and drive the implementation of branch component of the bank’s strategy
- Ensure the region meets the assigned targets in all product categories
- Develop region specific plans to ensure customer growth and retention as well as revenue growth
Manage Productivity
- Capacity Planning
- Ensure branches have adequate skilled staff of the right calibre in order to deliver on customer service and sales expectations
- Planning and Scheduling of Work/Activity
- Manage scheduling requirements within the branches in terms of contribution and targets of all products
- Plan productivity targets and deploy daily/weekly/monthly prioritised work/Activity schedules with appropriate deadline targets and input levers
- Set, monitor and review workload schedule
- Productivity Control
- Monitor and review productivity progress against deadline targets and output levers
- Quality Control
- Ensure that all productivity and in branch processes result in producing high quality deals and customer satisfaction
- Ensure that all productivity and in branch processes adhere to the company’s internal controls framework
- Branch Profitability
- Optimise branch profitability taking into account local market potential and customer needs
Manage Operational Performance
- Develop and implement operational improvements
- Ensure non value added activity that negatively impacts on the customer is reduced and eliminated in all operational processes
- Influence, Manage & embed change journeys to meet current business requirements
- Implement operational improvement processes to reduce risk,minimise costs and improve operational performance
- Develop a high performance team and step change
- Promote and uphold company performance standards, values driven culture and work ethic
- Develop and implement initiatives required to deliver step change in the following aspects of the business:
- Sales performance of new and existing products Operational risk and compliance
- Branch profitability Productivity levers Customer service Product diversification
- Operational excellence
- Right first time- Doing things right for the customer High Productivity
Manage the human resource
- Recruitment & Employment
- Ensure all recruitment and employment is carried out in accordance to company procedure and in compliance with current employment law
- Staff Training & Development
- Establish goals and objectives for self and team and implement accordingly to help support/improve job performance (experience, ability & competence)
- Be aware of and promote operational best practice and performance standards Develop and monitor performance standards
- Identify individual training needs
- Implement, monitor and review training and developmental plans
- Monitor and manage KPI’s
- Achieve the Area Targets relating to Service,Customer Growth, Sales,Staff Engagement, Learning & Development, Personal Development, Costs, Fais, Risk and Compliance
- Performance Management & Staff Appraisals
- Monitor, review and address employee under performance, maintaining appropriate records in accordance with company procedures
- Conduct and perform annual performance appraisals
- Ensure the appropriate systems and processes are in place to measure and manage staff performance and to coach and develop a high performance team
- Discipline & Grievance Procedures
- Monitor, review and address employee under performance, liaising with the HR representative and maintaining appropriate records in accordance with the company procedures as required
- Address any employee discipline or grievance issue,maintaining appropriate recordsin
- accordance with company procedures.
Customer
- Create and maintain productive relationships with internal and external clients by providing advice and assistance.
- Create understanding of the ‘real’ versus‘perceived’ need through,experience and expertise while complying with company policies, legislation and regulations.
- Keep the client informed about progress through written communication, telephone communications and/or face to face meetings
- Build a positive image by exceeding client expectations at all times
- Treat internal and external customers fairly at all times
Minimum Education and Experience:
- FSCA aligned qualification at NQF Level 7 with RE 5 and RE 1 (Key Individual)
- 8 years management experience in branch or equivalent experience within bank or retail distribution