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  • Posted: Aug 16, 2024
    Deadline: Not specified
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  • Momentum Metropolitan Holdings, formerly MMI Holdings, is a South African-based financial services group was established on 1 Dec 2010, through the merger of Metropolitan and Momentum. We are specialists in long and short-term insurance, asset management, savings, investments, healthcare administration, health risk management, employee benefits and reward...
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    General Manager

    Requirements

    • Degree in Business Management, Marketing degree or Industry Related NQF 6 Qualification
    • Certified Financial Planner (preferred) 
    • 5-8 years’ experience in corporate business development/corporate client service, or marketing within a financial services environment
    •  Experience in franchise sales (preferred) 

    Duties & Responsibilities

    • Ensure we become a financial planning advice and business.
    • Growth: Footprint owner recruitment in alignment with our strategy and culture.
    • Client and franchise value proposition catalysts.
    • Management/Leadership of the RegionAct as a connection between Momentum Consult Head Office and Franchises: Build close relationships with franchises.Assist in Contributing to the Momentum Consult’s growth target.
    • Growth Enabler by delivering client and Franchise Value PropositionFinancial Planning & Advice.
    • Provide technical support, investment marketing and specialist support in the field in order to promote and grow investment, savings and wealth management propositions
    • Franchise itself Practice Management: Implement tactics to develop and maximize the franchise practice management through sound financial planning and advice.Ensure efficient and effective practices through financial planning and advice strategy.Vesting a new Franchises.
    • Governance and Monitoring Ensures compliance training and regular audits in conjunction with advice and license specialist.
    • Ensures Risk management and Compliance processes are adhered to.Investigate reported willful acts of non-compliance to organisation policy and practice and report on findings

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