About the Role :
- We are seeking a dynamic and results-oriented Branch Sales Manager to lead our branch operations and drive sales growth in the [Branch Location] market. The ideal candidate will be a seasoned professional with a proven track record in the financial services industry, specifically within Equity, Brokering, Insurance, Forex, or RTA domains.
- The Branch Sales Manager will be responsible for overseeing daily operations, managing budgets, enhancing sales performance, conducting risk assessments, and fostering strong customer relationships. This role requires a strategic thinker with exceptional leadership and communication skills.
Key Responsibilities:
1. Sales Management & Business Development:
- Develop and implement effective sales strategies to achieve and exceed branch sales targets for all product lines (Equity, Brokering, Insurance, Forex, RTA).
- Proactively identify and pursue new business opportunities through networking, referrals, and targeted marketing initiatives.
- Monitor market trends, competitor activities, and customer needs to adapt sales strategies accordingly.
- Lead and motivate the sales team to achieve individual and team targets.
- Conduct regular sales performance reviews and provide coaching and feedback to team members.
- Build and maintain strong relationships with high-value clients and key stakeholders.
- Organize and conduct sales presentations, seminars, and workshops to promote products and services.
- Drive customer acquisition and retention initiatives.
2. Branch Operations & Management:
- Oversee daily branch operations, ensuring efficiency and compliance with company policies and procedures.
- Manage branch budget and expenses, ensuring cost-effectiveness and profitability.
- Monitor and manage branch inventory and resources.
- Ensure compliance with regulatory requirements and internal controls.
- Implement and maintain operational best practices.
- Ensure a high standard of customer service and address customer complaints promptly and effectively.
- Maintain a safe and secure working environment for employees and customers.
3. Team Leadership & Development:
- Recruit, train, and mentor sales and support staff.
- Foster a positive and collaborative team environment.
- Conduct regular team meetings to communicate updates, share best practices, and address challenges.
- Provide ongoing training and development opportunities to enhance team skills and knowledge.
- Conduct performance appraisals and provide constructive feedback.
- Resolve team conflicts and address performance issues effectively.
4. Risk Management & Compliance:
- Conduct regular risk assessments to identify and mitigate potential risks to the branch.
- Ensure compliance with all relevant regulatory requirements and company policies.
- Implement and maintain internal controls to prevent fraud and errors.
- Stay updated on industry regulations and best practices.
- Report any compliance issues or concerns to the appropriate authorities.
5. Customer Relationship Management:
- Build and maintain strong relationships with existing and potential customers.
- Provide exceptional customer service and resolve customer issues promptly. -
- Gather customer feedback and use it to improve products and services.
- Develop and implement customer loyalty programs.
- Ensure accurate and timely processing of customer transactions.
Qualifications & Experience:
- Bachelor's degree in Business Administration, Finance, or a related field. Master's degree preferred.
- Minimum of 5 years of experience in sales management within the Equity, Brokering, Insurance, Forex, or RTA industry.
- Proven track record of achieving and exceeding sales targets.
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