Senior Manager - Retail Multi - Tied Sale

Location: Johannesburg, South Africa
Salary: Market Related
Recruiter: Watershed Consulting
Job Ref: MN-AF-015
Summary: The purpose of the role is to execute on Provincial Retail Sales Channel strategy and drive sales distribution network that efficiently and effectively delivers all the Financial Institutions retail products to Provincial customers and target market.



Job Description

Duties & Responsibilities

  • Driving profitable sales volume of all Retail products (spanning risk and investment) through Provincial Multi Tied sales channel
  • Work closely with Individual Consulting team to achieve our strategic deliverables
  • Achieve an excellent, consistent customer experience across channel and implement a culture of ‘serve to sell’ while team is selling
  • Implement Provincial Multi Tied annual sales distribution, plans and budgets in alignment with the Retail Cluster business as usual and accelerated growth strategies
    • addressing sales to both the Institutional member base and the external market
    • South African and public sector markets
    • Maximise channel effectiveness
    • Apply a deep understanding of Provincial client and competitive markets and needs to execute on initiatives that will lead to greater market penetration
  • Communicate the sales distribution strategic objectives, plan and operating model to stakeholders
  • Enhance and/or transform the Province’s integrated sales and service distribution channel capabilities – people, culture, standards and processes.
  • Collaborate with Distribution and Business Enablement to equip  the sales and service teams through
    • Ensuring they have a deep knowledge of  Retail integrated CVP, products and services and  have a high customer service orientation
    • Ensuring effective resourcing, development, performance management and retention plans are in place for sales distribution teams
  • Run collaborative meetings for retail sales distribution within the Province and with all other business units
  • Collate provincial specific retail Multi Tied sales information and compile relevant reports to respective stakeholders
  • Effectively represent the Multi Tied sales distribution internal and external stakeholders in specific province.
  • Ensure  effective risk management and governance of the retail sales and distribution area
  • Key individual management oversight of the sales activities, including the performance of compliance function, specifically with respect to FAIS and the product categories for which FPC are licensed, and represent the Province during compliance monitoring visits.

Desired Experience & Qualification

  • University Degree in related area with minimum 5 years’ experience in Advise frame work  - Product led and best practice
  • Completed regulatory certifications (Key Individual) RE 1 and RE 5
  • Completed a CFP (Ideal not essential)
  • FAIS credits (meet the fit and proper requirements)
  • Product knowledge
  • Minimum of 3 years’ experience in leadership
  • High energy self-starter and technical thinker are words that describe the character traits favourable for this position  
  • High degree of personal motivation, a desire for decision to achieve success with sense of urgency
  • Strong interpersonal skills
  • Entrepreneurial spirit, being proactive and is able to take ownership.
  • Ideal Industry the candidate should come from Retail financial services
  • Strong sales background
  • Advisory experience critical
  • Must have understanding in RDR and RBC


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