Branch Manager – Wealth Management at Bradfield Consulting May, 2024

Never pay for any CBT, test or assessment as part of any recruitment process. When in doubt, contact us

JOB OBJECTIVES:

The Branch Manager is responsible for selling the company’s liability generation products as well as meeting and exceeding assigned target by the company. The primary focus will be Liability generation, onboarding of companies for group loan and corporate lending. He/She will also be expected to deliver bespoke value-added service and customer experience to current and prospective clients.

RESPONSIBILITIES:

The specific and general functions are shown below:

  • Funds mobilization and process management
  • Loan sales and process management
  • Branch relationship management both internal and external.
  • Branch administration and profitability
  • Staff engagement and management
  • Proactive with new to bank and ensuring strong service delivery
  • Branch management and organization
  • Follow up on clients account to ensure minimal withdrawal
  • Follow through customers documentation from end to end to always ensure that all requirements are met
  • Process customers request and ensure prompt service delivery

KEY PERFORMANCE INDICATOR

  • Drive up revenue of sales by supporting loan sales through identifying opportunities from customers
  • Achieve 100% of your investment/deposit target to support the company’s financial goals
  • Achieve diversification of the treasury portfolio in relation to its’ offerings
  • Grow the Corporate Lending portfolio of the branch
  • Ensure 100% KYC compliance
  • Reduce departments expenditure through cost saving initiatives
  • Support colleagues in meeting customers and closing complex deals
  • Have exceptional product knowledge and always communicate clearly and ensure customer understanding
  • Deliver superior customer experience by establishing and enforcing organizational standards
  • Efficiency in running branch operations and processes
  • Complete and clear documentation of customer request and interactions
  • Clear and precise report on branch activities and performance
  • Coaching team members to improve on leadership and job performance

EDUCATION AND QUALIFICATIONS:

  • A Bachelor’s Degree in Business Administration, Marketing, Banking and Finance, or any other related course. Professional certifications in marketing and customer relationship management are essential
  • Experience- Minimum of 7 years or more in the financial sector

Skill, Knowledge and Abilities

  • Possess good understanding of the company’s product
  • Sound presentation and negotiation skills
  • Smart, agile, and presentable (ability to represent the FCL person)
  • Excellent communication skills, strong selling and marketing skills.
  • Strong knowledge of target characteristics and effective management skill
  • Managing various projects, work, technical support, etc.
  • Developing and maintaining positive internal customer rapport
  • Good Organizational skills, management and analytical skills.
  • Excellent Interpersonal and communication skills

This role offers great opportunities for training and career growth in a disruptive and technologically enhanced work environment.

Click Here To Apply

Tags: