Job Summary
A Branch Manager role pivotal in driving the business towards achieving its strategic goals at the branch level. This role entails developing and implementing robust business strategies to foster growth in top-line revenue, profitability, market share, and client acquisition while overseeing all aspects of branch operations.
Duties, Roles and Responsibilities
Business Development (70%): Develop product growth strategies, capture new markets,and conduct direct sales activities (visits, emails, telemarketing).
Client Relations: Attend Board of Trustees (BOT) meetings, organize open forums, and cross-sell additional products to existing clients.
Strategic Planning (10%): Conduct branch SWOT analyses and implement departmental strategies to maintain a competitive advantage.
Operations & Admin (5%): Coordinate daily office activities, maintain infrastructure, and ensure resource efficiency.
Team Leadership (5%): Appraise branch staff performance, enforce KPIs, manage leave, and identify training needs
Risk & Compliance (5%): Identify, mitigate, and report operational risks to the line manager
Qualifications, Education and Competencies
Experience: Minimum of 5 years of experience in a similar role, preferably in the financial services sector.
Education: Bachelor's degree in Business Administration, Marketing, Sales, Public Relations, or a related field.
Industry Knowledge: Excellent knowledge of the pension and insurance industry, retirement benefits schemes, or general investment accounting. • Technical Proficiency: Proficiency in CRM software and MS Office Suite (Word, Excel).
Core Competencies: Strong leadership, presentation, data analysis, market research, and strategic thinking skills.
Attributes: Self-driven, results-oriented, mature, and comfortable dealing with senior company executives.