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  • Posted: May 27, 2024
    Deadline: Not specified
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    Optiva Capital Partners is a wealth management company specializing in investment immigration, investment advisory and insurance services.
    Read more about this company

     

    Branch Manager

    • A Branch Manager (BM) will be expected to initiate, maintain, and deepen new/existing business relationships as a primary core function.
    • The Branch Manager will be responsible for overseeing daily operations, developing strategic plans, managing budgets, and driving business growth.
    • The ideal candidate will have a proven track record of success in financial sector, excellent leadership skills, and the ability to work collaboratively with cross-functional teams.
    • The Branch Manager will be responsible for overseeing all aspects of branch operations, driving business growth, and ensuring excellent customer service.
    • This will involve speaking (face-to-face, telephone, virtually, etc.) to a specified minimum number of profile- matched, interested individuals with a prime objective of making them invest in our financial services.

    KEY RESPONSIBILITIES

    • Lead and manage branch staff, fostering a positive work environment.
    • Oversee daily operations, ensuring efficiency and compliance with company policies.
    • Develop and execute strategies to achieve sales targets and business growth.
    • Build and maintain strong relationships with customers and stakeholders.
    • Manage branch budgets, financial performance, and profitability.
    • Ensure high standards of customer service and address any issues promptly.

    EDUCATION AND EXPERIENCE

    • Bachelor’s degree in Business Administration or related field.
    • Minimum of 10 years of Proven experience in a managerial role, financial institution, preferably in a branch setting.
    • Strong leadership and communication skills.
    • Ability to manage financial performance and drive sales growth.
    • Proficiency in MS Office and branch management software.

    Method of Application

    Interested and qualified candidates should forward their CV to: recruitment@optivacp.com using the position as subject of email.

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