Regional General Manager (KwaZulu-Natal) at Momentum Metropolitan Holdings Limited

Qualifications:

• BCom degree in the following fields: Business Management, Investments.
• Honours degree is an advantage.
• CFP® is an advantage

Experience:

• 5 to 8 years’ financial service industry experience with majority in risk and saving
• 3 to 8 years’ relevant management experience
• Momentum Myriad and Investo experience an advantage
• Strong business acumen, with an ease to take decisions and initiating action
• Business process experience – new business, underwriting, claims

Knowledge:

• Financial planning and advice process knowledge – tax, structuring, estate planning
• Knowledge of financial services industry and Momentum products

Duties & Responsibilities

Responsibilities and Work outputs

• Active People Mobiliser:
• Manage the team
• Continuous drive to interview and recruit the best specialist to match the IFA base
• Joint calls with specialists.
• Regular feedback and coaching - one-on-one and in the team.
• People that will walk through fire for their RGM.
• Effective lead team.
• Have robust relationships with all key stakeholders in MDS product houses and externally

Driver of high-performance culture:

• Develop and execute the business plan
• Set the performance standard by regularly attracting new IFAs.
• Set annual, quarterly and monthly sales goals for each BC.
• Develop and drive growth in sales distribution in support of strategic objectives.
• Create a great team spirit.
• Active competition and recognition
• Ensure achievement of sales targets. 
• Competition to step up further

Learning and Development Catalyst:

• Engage each of their Specialists systematically and consistently
• Support the Continuous learning program and knowledge distribution program
• Bring new content, product changes smoothly into the IFA market
• Master competitor comparison
• Develop on full value chain including service, product, and distribution including the enablers of technology, knowledge and marketing

 IFA Acquisition and Connection:

• Acquire new IFA Relationships
• Take ownership for the IFA's and build meaningful and value-adding relationships between the advisers and Momentum
• Ensure frequent engagement and marketing activities
• Drive clear communication to IFA’s
• Active reporting,
• Drive an engagement that are advice-led environment that focuses on best practice service delivery.
• Drive sound financial and corporate governance practices

Competencies

• Deciding and initiating action: Takes responsibility for actions, projects and people; takes initiative and works under own direction; initiates and generates activity and introduces changes into work processes; makes quick, clear decisions which may include tough choices or considered risks. 
• Leading & supervising: Provides others with a clear direction; motivates and empowers others; recruits staff of a high calibre; provides staff with development opportunities and coaching; sets appropriate standards of behaviour. 
• Working with people: Shows respect for the views and contributions of other team members; shows empathy; listens, supports and cares for others; consults others and shares information and expertise with them; builds team spirit and reconciles conflict; adapts to the team and fits in well. 
• Adhering to principles & values: Upholds ethics and values; demonstrates integrity; promotes and defends equal opportunities, builds diverse teams; encourages organisational and individual responsibility towards the community and the environment. 
• Learning & researching: Rapidly learns new tasks and commits information to memory quickly; demonstrates an immediate understanding of newly presented information; gathers comprehensive information to support decision making; encourages an organisational learning approach (i.e. learns from successes and failures and seeks staff and customer feedback). 
• Formulating strategies & concepts: Works strategically to realise organisational goals; sets and develops strategies; identifies, develops positive and compelling visions of the organisation’s future potential; takes account of a wide range of issues across, and related to, the organisation. 
• Planning & organizing: Sets clearly defined objectives; plans activities and projects well in advance and takes account of possible changing circumstances; identifies and organizes resources needed to accomplish tasks; manages time effectively; monitors performance against deadlines and milestones. 
• Delivering results & meeting customer expectations: Focuses on customer needs and satisfaction; sets high standards for quality and quantity; monitors and maintains quality and productivity; works in a systematic, methodical and orderly way; consistently achieves project goals. 
• Adapting & responding to change: Adapts to changing circumstances; tolerates ambiguity; accepts new ideas and change initiatives; adapts interpersonal style to suit different people or situations; shows an interest in new experiences. 
• Coping with press & setbacks:  Maintains a positive outlook at work; works productively in a pressurized environment; keeps emotions under control during difficult situations; handles criticism well and learns from it; balances the demands of a work life and a personal life.