Branch Manager – Wealth Management (Finance) at Bradfield Consulting

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 managementLoan 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 Indicators

• 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 branchEnsure 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.

Qualifications

• B.Sc. 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.

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