11 Jobs in Giyani
Branch Manager - Giyani/Malemulele
Posted 2 days ago
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Job Description
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OverviewSanlam Developing Markets (SDM), a wholly-owned subsidiary of Sanlam Life Limited, is one of the top financial services providers in the South African entry-level and emerging middle market. It aims to understand the unique requirements of clients and offers a wide range of simple and affordable financial solutions that cover needs such as funeral insurance, education savings, life cover and personal accident plans. In terms of the Sanlam Group Governance Policy, SDM is managed by the SA Retail Mass cluster, which is part of the Sanlam Life and Savings cluster within the Sanlam Group. The cluster focuses on retail products, as well as group schemes.
- To grow the customer base and revenue of Sanlam Retail Mass through developing and overseeing the execution of the retail branch strategy.
- Guiding, integrating and standardising the activities, goals and objectives of various Sales Consultants in the branch, in line with the strategy.
- Leading a service delivery culture and eco-system within and outside of the branch to enable an optimal client experience.
- Assuming responsibility for the successful day to day maintenance and management of the Retail branch.
- Being a key representative for the retail branch in the industry.
Strategy Development and Business Planning:
- Work with Area Manager and translate the Provincial strategy into a retail branch strategy, specifying targets, objectives and metrics.
- Contribute insights to monthly, quarterly and annual business planning for retail branches in the Region / Province.
- Responsible for managing operational costs in line with the allocated budget.
- Develop incentive tactics for the Branch Consultants and drive performance
Retail Branch Sales Delivery Activations:
- Develop and execute strategies (campaigns / promotions / events / etc.) to entice and draw clients from outside of the branch.
- Plan and represent the branch at various forums / events / community platforms to establish awareness and gain business.
Sales and Operational Effectiveness:
- Communicate the Retail Branch strategy, sales targets and metrics to Branch Consultants. Identify Key Result Areas and work with Branch Consultants to develop and agree collective targets.
- Monitor activities and the achievement of sales targets in the branch. Identify areas of improvement and work with Branch Consultants to address / rectify.
- Work with Business Owners of supporting functions (HR, Technology, etc.), and put the right mechanisms in place (systems, processes, technology) to ensure the branch is able to deliver a service and achieve targets.
- Identify and escalate areas of improvement regarding support systems, processes, and technologies. Where possible, solve problems or propose solutions to prevent issues from reoccurring.
Establish and drive a Service Culture:
- Align processes and procedures in the Bank to allow for a smooth, efficient and optimal client experience.
- Develop, drive and monitor client experience, and client service delivery standards in the branch.
- Manage the daily achievements of and adherence to service delivery SLAs. Identify areas of continuous improvement and take corrective action to address it.
- Ensure all client complaints and queries are handled effectively, within SLA timeframes. Where relevant, respond to escalations and continuously provide feedback to clients regarding outcomes / progress of resolutions.
Compliance, Quality and Risk Management:
- Ensure compliance and quality standards are effectively communicated and adopted across the branch.
- Ensure alignment to the Treating the Customer Fairly (TCF) framework in all business practices and ensure the branch operates within the FSCA regulations.
People Management:
- Work with Human Resources and Talent Acquisition to put the necessary capacity / capability in place to achieve sales targets in the branch.
- Work with HR to establish and maintain good people practices in the branch.
- Responsible for all operational people practices relating to direct reports, in collaboration with the Human Resource Function (talent management, performance management, individual development and growth, resolving grievances, leave allocation, capacity management, etc.).
- Manage and support the accreditation and continuous professional growth of staff functioning in the branch.
Monthly Planning and Reporting
- Responsible for monthly reporting of sales and service activities in the Branch. Analyse data to identify areas of improvement and plan for the next month.
- Conduct monthly and annual planning based on reports
- Matric (Grade 12)
- RE1 and RE5
- 120 Wealth Management credits OR tertiary qualification recognised by the FSCA
- Class of Business accreditation (annual)
- Compliant with continuous professional development (CPD) current and past cycles.
- Customer service and management
- Reporting and administration
- Quality, Compliance and Accreditation
- Business processes
- Interpersonal savvy - Contributing through others
- Decision quality - Contributing through others
- Directs work - Contributing through others
- Optimises work processes - Contributing through others
We’re all about building strong, lasting relationships with our employees. We know that you have hopes for your future – your career, your personal development and of achieving great things. We pride ourselves in helping our employees to realise their worth. Through its five business clusters – Sanlam Fintech, Sanlam Life and Savings, Sanlam Investment Group, Sanlam Allianz, Santam, as well as MiWay and the Group Office – the group provides many opportunities for growth and development.
Core Competencies- Cultivates innovation - Contributing through others
- Customer focus - Contributing through others
- Drives results - Contributing through others
- Collaborates - Contributing through others
- Being resilient - Contributing through others
The shortlisting process will only start once the application due date has been reached. The time taken to complete this process will depend on how far you progress and the availability of managers.
The Sanlam Group is committed to achieving transformation and embraces diversity. This commitment is what drives us to achieve a diverse, inclusive and equitable workplace as we believe that these are key components to ensuring a thriving and sustainable business in South Africa. The Group's Employment Equity plan and targets will be considered as part of the selection process.
#J-18808-LjbffrBranch Manager - Thohoyandou
Posted 21 days ago
Job Viewed
Job Description
Who are we?
Sanlam Developing Markets (SDM)(a wholly-owned subsidiary of Sanlam Life Limited) is one of the top financial services providers in the South African entry-level and emerging middle market. It aims to understand the unique requirements of clients and offers a wide range of simple and affordable financial solutions that cover needs such as funeral insurance, savings for education, life cover and personal accident plans. In terms ofthe Sanlam Group Governance Policy, SDM is managed by the SA Retail Mass cluster, which is part of the Sanlam Life and Savings cluster within the Sanlam Group. The cluster focusses on retail products, as well as group schemes.
What will you do?- As a branch manager, you will be responsible for growing the customer base and revenue of Sanlam Retail Mass through developing and overseeing the execution of the retail branch strategy.
- Guiding, integrating, and standardising the activities, goals and objectives of various Sales Consultants in the branch, in line with the strategy.
- Leading a service delivery culture and eco-system within and outside of the branch to enable an optimal client experience.
- Assuming responsibility for the successful day to day maintenance and management of the Retail branch. Responsible for Retail branch strategy development and business planning.
- Ensure retail branch sales delivery and establish and drive a service culture.
- Ensure compliance, quality, and risk management.
- Responsible for all operational people practices relating to direct reports, in collaboration with the HR (talent management, performance management, individual development and growth, resolving grievances, leave allocation, capacity management, etc.).
- Monthly planning and reporting of sales and service activities in the Branch.
- Identify key internal and external stakeholders (Area Managers, Business Owners, activation sites, community forums, etc.) and determine effective engagement tactics that will contribute to building and maintaining relationships.
- Matric (Grade 12).
- RE1 and RE5.
- 120 Wealth Management credits OR tertiary qualification recognised by the FSCA.
- Class of Business accreditation (annual).
- Compliant with continuous professional development (CPD) current and past cycles.
- A minimum of 5 years recent industry experience of which 3 years should be in any leadership capacity.
- Service Management experience is essential.
- Insurance sales experience.
- Credit and lending experience.
- Sales tactics and approaches.
- Stakeholder engagement and management.
- Customer service and engagement.
- Relevant Regulatory frameworks, policies, and standards.
- Sanlam insurance products (ideal).
- People management practices and principles.
- Business Acumen.
- Computer literate.
- Data and analytics (including data visualisation).
- Project management.
- Critical thinking and problem-solving skills.
- Strong communicator (verbally and in writing).
- Able to lead and motivate a team.
- Driven to exceed targets.
- Organising skills.
- Adaptable and able to learn quickly.
- Resilient and open to change.
- Interpersonal savvy - Contributing through others
- Decision quality - Contributing through others
- Directs work - Contributing through others
- Optimises work processes - Contributing through others
- Cultivates innovation - Contributing through others
- Customer focus - Contributing through others
- Drives results - Contributing through others
- Collaborates - Contributing through others
- Being resilient - Contributing through others
- Competitive salary and performance-based incentives.
- Comprehensive benefits package.
- Opportunities for career advancement within a growing organization.
- A supportive and collaborative work environment.
- Ongoing training and development programs.
We’re all about building strong, lasting relationships with our employees. We know that you have hopes for your future – your career, your personal development and of achieving great things. We pride ourselves in helping our employees to realise their worth. Through its five business clusters – Sanlam Fintech, Sanlam Life and Savings, Sanlam Investment Group, Sanlam Allianz, Santam, as well as MiWay and the Group Office – the group provides many opportunities for growth and development.
Turnaround timeThe shortlisting process will only start once the application due date has been reached. The time taken to complete this process will depend on how far you progress and the availability of managers.
Our commitment to transformationThe Sanlam Group is committed to achieving transformation and embraces diversity. This commitment is what drives us to achieve a diverse, inclusive and equitable workplace as we believe that these are key components to ensuring a thriving and sustainable business in South Africa. The Group's Employment Equity plan and targets will be considered as part of the selection process.
#J-18808-LjbffrAdvancing Financial Adviser
Posted 4 days ago
Job Viewed
Job Description
Old Mutual is a firm believer in the African opportunity and our diverse talent reflects this.
Skills- Consultative Selling
- Customer Feedback Management
- Customer-Focused
- Customer Service
- Customer Understanding
- Evaluating Information
- Identifying Customer Needs
- Identifying Sales Opportunities
- Oral Communications
- Probing Questions
- Qualifying Prospects
- Sales Data Management
- Sales Software
- Strategic Selling
- Strengthening Customer Relationships
- Balances Stakeholders
- Builds Networks
- Communicates Effectively
- Customer Focus
- Ensures Accountability
- Instills Trust
- Interpersonal Savvy
- Manages Complexity
- NQF Level 5 - Higher, Advance or Occupational Certificate or equivalent
- 21 September 2025, 23:59
The appointment will be made from the designated group in line with the Employment Equity Plan of Old Mutual South Africa and the specific business unit in question.
The Old Mutual Story!
#J-18808-LjbffrCommissioned Financial Adviser
Posted 4 days ago
Job Viewed
Job Description
Let's Write Africa's Story Together!
Old Mutual is a firm believer in the African opportunity and our diverse talent reflects this.
We are looking for self-motivated and dynamic individuals who have a passionate entrepreneurial spirit to join one of Africa's leading insurance companies.
The role at a glance is about championing our valued customers to achieve their lifetime goals by identifying their financial needs, providing sound financial advice, recommending and implementing "fit for purpose" financial plans and solutions.
Responsible for the procurement of new business
Expand sales of products and services with existing customers
Work mainly on own leads
Skills
Building Trust, Consultative Selling, Customer-Focused, Customer Service, Customer Understanding, Direct Selling, Identifying Sales Opportunities, Oral Communications, Probing Questions, Qualifying Prospects, Sales Data Management, Sales Software, Strategic Selling, Strengthening Customer RelationshipsCompetencies
Action Oriented Balances Stakeholders Builds Networks Collaborates Communicates Effectively Customer Focus Drives Results Ensures AccountabilityEducation
NQF Level 5 - Higher, Advance or Occupational Certificate or equivalentClosing Date
22 June 2025 , 23:59The appointment will be made from the designated group in line with the Employment Equity Plan of Old Mutual South Africa and the specific business unit in question.
The Old Mutual Story!
#J-18808-LjbffrBranch Consultant/ Financial Advisor - Makhado (Louis Trichardt)
Posted 6 days ago
Job Viewed
Job Description
Who are we?
Sanlam Developing Markets (SDM)(a wholly-owned subsidiary of Sanlam Life Limited) is one of the top financial services providers in the South African entry-level and emerging middle market. It aims to understand the unique requirements of clients and offers a wide range of simple and affordable financial solutions that cover needs such as funeral insurance, savings for education, life cover and personal accident plans. In terms ofthe Sanlam Group Governance Policy, SDM is managed by the SA Retail Mass cluster, which is part of the Sanlam Life and Savings cluster within the Sanlam Group. The cluster focusses on retail products, as well as group schemes.
What will you do?To promote Sanlam Retail Mass (SRM)’s products and increase market share through:
- Providing sound financial advice and a high level of client service in a Branch context.
- Creating opportunities for client optimisation and cross selling of value-added products
Sales Delivery:
- Gain and maintain an in-depth understanding of SRM product ranges.
- Gain an understanding of the customer’s needs, financial goals and means, and provide the right product (or selection of products) that will satisfy the goals of the customer in the best and most affordable way possible.
- Continuously update and inform customers of new products, or changes in existing products. Manage, review, and incorporate the implications of product changes on the customer’s portfolio accordingly.
- Validate client details in line with product and regulatory requirements. Submit new business through the right channels.
- Conduct due diligence on clients to identify and flag risks.
- Manage own capacity to ensure daily appointments are being prioritised while allowing time for and capitalising on walk-in / non-appointment clients.
In-branch Client Service and Client Retention:
- Responsible for servicing and managing all client profiles to ensure clients remain on the books.
- Send payment reminders, conduct follow-ups, and remain in contact to address potential queries or to provide support.
- Manage and report on NTUs (clients Not Taken Up) by putting controls in place, and taking corrective actions where required.
- Manage persistency of client payments in favour of both the branch and the client.
- Gain insight into client risk profiles to proactively identify where support will be required.
- Consult with clients on alternative payment arrangements and ensure it gets processed through and noted on the right platforms.
- Responsible for in-branch servicing in line with client experience standards:
- Apply product knowledge to accurately guide clients through policy cancellations and provide alternative options.
- Resolve various types of client queries in the branch as far as possible or escalate queries to the right stakeholders by using the existing escalation framework. Follow up on the status and continuously provide feedback to the client.
Quality, Compliance and Continuous Development:
- Remain up to date with and continuously adhere to compliance and quality standards.
- Keep up to date with own registration, product knowledge and maintenance of own CPD points.
- Identify risks and flag potentially fraudulent activities.
- Keep and store relevant records of advice.
- Log all activities as per regulations and standard operating procedures, and provide data to relevant stakeholders to inform reporting and decision making
Monthly Planning and Reporting:
- Responsible for reporting on activities daily, through using relevant technology platforms.
- Collate data on activities to deliver on weekly and monthly reporting deadlines.
- Perform any ad-hoc requirements as requested by the Retail Branch Manager
- 1-year experience in a sales or marketing capacity
- Experience within insurance branches an advantage
- Matric (Grade 12)
- RE5 advantageous
- FAIS Compliant (Wealth Management) as per DOFA requirements.
- Class of Business training (to be completed within 12-months of employment
We’re all about building strong, lasting relationships with our employees. We know that you have hopes for your future – your career, your personal development and of achieving great things. We pride ourselves in helping our employees to realise their worth. Through its five business clusters – Sanlam Fintech, Sanlam Life and Savings, Sanlam Investment Group, Sanlam Allianz, Santam, as well as MiWay and the Group Office – the group provides many opportunities for growth and development.
Core Competencies Cultivates innovation - Contributing independently Customer focus - Contributing independently Drives results - Contributing independently Collaborates - Contributing independently Being resilient - Contributing independently Turnaround timeThe shortlisting process will only start once the application due date has been reached. The time taken to complete this process will depend on how far you progress and the availability of managers.
The Sanlam Group is committed to achieving transformation and embraces diversity. This commitment is what drives us to achieve a diverse, inclusive and equitable workplace as we believe that these are key components to ensuring a thriving and sustainable business in South Africa. The Group's Employment Equity plan and targets will be considered as part of the selection process.
#J-18808-LjbffrSales Manager
Posted 11 days ago
Job Viewed
Job Description
Giyani, South Africa | Posted on 02/07/2025
Develop and maintain sales and marketing plan
- Develop an integrated sales & marketing plan
- Implement and align marketing plan with regional plan and submit to management
- Review and update strategic plan on a regular basic
- Compile report on progress made on strategic plan
- Communicate strategic plan to sales representatives
- Advertise and market representative positions through presentations
- Select applicants in accordance with FSCA requirements implementation of assessment selection battery
- Conduct training for sales representative
- Facilitate the pre-course and post-course training
- Responsible for on-the-job assessment of representatives
- Conduct coaching process
- Give technical support and motivation to representatives
- Coach representatives on improving their selling skills
- Provide recognition through the performance management system
- Ensure brokers are equipped with sufficient office documentation e.g. application forms
- Handle administration queries on behalf of dedicated brokers
- Check business methods of dedicated brokers and advise accordingly
- Update brokers on company products and services regularly
- Ensure the computer software of brokers is up to date with respect to company products and services
- Identity and develop new and current markets
- Maintain contacts with key decision
- Maintain production targets and retain business
- Ensure and monitor set production targets are achieved
- Maintain business retention
- Supervise representative when rendering services under supervision
- Submit supervision evidence to MSSI on a monthly basis
- Mentor and train supervisors to ensure that they have a proper understanding of products
- Observe meetings between representatives and clients
Education
- Matric
- Relevant Qualification (recognised by the FSCA)
- Regulatory Examination Level 5: Representatives
- Regulatory Examination Level 1: Key Individuals
- Class of Business (Long Term Insurance and Investments) (Depending on the Date of Appointment as Key Individual in the industry)
- CPD
- 1 year management and oversight experience in categories A, B1, B2, C, B1-A, B2-A and retail pension funds
- 2 years of Project Management
- 2 years Insurance industry
- At least 1 year advice and intermediary experience in category A, B1, B2, C, B1-A, B2-A and retail pension funds
Branch Consultant/ Financial Advisor - Makhado (Louis Trichardt)
Posted 17 days ago
Job Viewed
Job Description
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Date: 26 Aug 2025
Location:
Giyani, Limpopo, ZA
Who are we?
Sanlam Developing Markets (SDM)(a wholly-owned subsidiary of Sanlam Life Limited) is one of the top financial services providers in the South African entry-level and emerging middle market. It aims to understand the unique requirements of clients and offers a wide range of simple and affordable financial solutions that cover needs such as funeral insurance, savings for education, life cover and personal accident plans. In terms ofthe Sanlam Group Governance Policy, SDM is managed by the SA Retail Mass cluster, which is part of the Sanlam Life and Savings cluster within the Sanlam Group. The cluster focusses on retail products, as well as group schemes.
To promote Sanlam Retail Mass (SRM)’s products and increase market share through:
- Providing sound financial advice and a high level of client service in a Branch context.
- Creating opportunities for client optimisation and cross selling of value-added products
- Gain and maintain an in-depth understanding of SRM product ranges.
- Gain an understanding of the customer’s needs, financial goals and means, and provide the right product (or selection of products) that will satisfy the goals of the customer in the best and most affordable way possible.
- Continuously update and inform customers of new products, or changes in existing products. Manage, review, and incorporate the implications of product changes on the customer’s portfolio accordingly.
- Validate client details in line with product and regulatory requirements. Submit new business through the right channels.
- Conduct due diligence on clients to identify and flag risks.
- Manage own capacity to ensure daily appointments are being prioritised while allowing time for and capitalising on walk-in / non-appointment clients.
In-branch Client Service and Client Retention:
- Responsible for servicing and managing all client profiles to ensure clients remain on the books.
- Send payment reminders, conduct follow-ups, and remain in contact to address potential queries or to provide support.
- Manage and report on NTUs (clients Not Taken Up) by putting controls in place, and taking corrective actions where required.
- Manage persistency of client payments in favour of both the branch and the client.
- Gain insight into client risk profiles to proactively identify where support will be required.
- Consult with clients on alternative payment arrangements and ensure it gets processed through and noted on the right platforms.
- Responsible for in-branch servicing in line with client experience standards:
- Apply product knowledge to accurately guide clients through policy cancellations and provide alternative options.
- Resolve various types of client queries in the branch as far as possible or escalate queries to the right stakeholders by using the existing escalation framework. Follow up on the status and continuously provide feedback to the client.
Quality, Compliance and Continuous Development:
- Remain up to date with and continuously adhere to compliance and quality standards.
- Keep up to date with own registration, product knowledge and maintenance of own CPD points.
- Identify risks and flag potentially fraudulent activities.
- Keep and store relevant records of advice.
- Log all activities as per regulations and standard operating procedures, and provide data to relevant stakeholders to inform reporting and decision making
Monthly Planning and Reporting:
- Responsible for reporting on activities daily, through using relevant technology platforms.
- Collate data on activities to deliver on weekly and monthly reporting deadlines.
- Perform any ad-hoc requirements as requested by the Retail Branch Manager
- 1-year experience in a sales or marketing capacity
- Experience within insurance branches an advantage
- Matric (Grade 12)
- RE5 advantageous
- FAIS Compliant (Wealth Management) as per DOFA requirements.
- Class of Business training (to be completed within 12-months of employment
Broker Support
Administration and processing of new and existing business
Business Building
Partnership Building
Coach and develop others
Personal AttributesBusiness insight - Contributing independently
Decision quality - Contributing independently
Builds effective teams - Contributing independently
Plans and aligns - Contributing independently
Build a successful career with usWe’re all about building strong, lasting relationships with our employees. We know that you have hopes for your future – your career, your personal development and of achieving great things. We pride ourselves in helping our employees to realise their worth.Through its five business clusters – Sanlam Fintech, Sanlam Life and Savings, Sanlam Investment Group, Sanlam Allianz, Santam, as well as MiWay and the Group Office – the group provides many opportunities for growth and development.
Core CompetenciesCultivates innovation - Contributing independently
Customer focus - Contributing independently
Drives results - Contributing independently
Collaborates - Contributing independently
Being resilient - Contributing independently
Turnaround timeThe shortlisting process will only start once the application due date has been reached. The time taken to complete this process will depend on how far you progress and the availability of managers.
The Sanlam Group is committed to achieving transformation and embraces diversity. This commitment is what drives us to achieve a diverse, inclusive and equitable workplace as we believe that these are key components to ensuring a thriving and sustainable business in South Africa. The Group's Employment Equity plan and targets will be considered as part of the selection process.
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Service Advisor - Giyani
Posted 24 days ago
Job Viewed
Job Description
Are you passionate about health and beauty products and helping people look and feel good? Are you confident to control the operational activities at the point of sale to deliver service excellence? We have an exciting opportunity at a Clicks Store for a Service Advisor who will report to the Store Manager.
Job Purpose:
- To ensure service excellence at the point of sale by ensuring fast and efficient customer service and point of sale (POS) operational activities.
Job Objectives:
- To efficiently direct and control all operational activities at the point of sale in a timely and efficient manner.
- To ensure the effective and safe management of stock and cash, minimising shrinkage and ensuring a high standard of general housekeeping and administration.
- To ensure shop assistant / cashiers are trained, competent, motivated and directed to fulfill their duties whilst delivering service excellence at all times.
- To ensure sufficient staffing of the shop assistant / cashiers in line with the work schedule, company policies and labour legislation.
- To timeously and efficiently resolve all customer queries in line with the Company's policies.
- To drive the promotion of the Clicks clubcard in order to ensure the achievement of clubcard participation targets.
- To effectively manage stock by enforcing security measures, cash controls, returns policies and all other relevant administrative duties related to minimising stock losses and maximising security procedures at the point of sale.
- To deliver superior customer service by acting as a brand ambassador, being visible and offering a friendly and professional service.
- To support the Group’s vision to be the customer’s first choice health and beauty retailer by living and driving the company values.
- To maintain updated knowledge on products, ranges, promotions and events in order to provide the correct information to customers at all times.
Qualifications and Experience:
- Desirable: Maths 50% and English 50% at grade 12 level.
- 1 years' experience in a customer-facing role, overseeing the work of a number of employees within a retail/FMCG store operations environment.
- Numeracy and stock management experience.
Skills, Abilities and Job Related Knowledge:
- Understanding and application of financial management principles.
- Retail/FMCG background and understanding of merchandising and promotions principles.
- Knowledge of stock, cost, risk and compliance management procedures.
- Knowledge of customer service excellence.
- Knowledge of labour legislation and IR practices.
- Knowledge of competency based interviewing.
- Results and target driven.
- Sound managerial skills.
- Planning and organising skills.
- Problem-solving skills.
- Strong customer orientation.
- Leading and Supervising.
- Delivering Results and Meeting Customer Expectations.
- Relating and Networking.
- Following instructions and procedures.
- Working with people.
- Analysing.
- Coping with Pressures and Setbacks.
Kindly note only applicants who meet the minimum requirements will be contacted.
We are committed to the principles of Employment Equity.
#J-18808-LjbffrTeam Leader, Cash (Level 1)
Posted 24 days ago
Job Viewed
Job Description
Business Segment: Personal & Private Banking
Location: ZA, LP, Giyani, Shop 23 Masingita Shopping Centre Corner of First Road & Malamulele Rd
The Team Leader, Cash (Level 1) is entrusted with the critical responsibility of overseeing all cash-related operations, including Cash Consultant I duties and ATM management, for designated Point(s) of Representation (POR/s). This role demands strict adherence to client experience standards, product knowledge, and established protocols.
Key responsibilities include:
- Oversee and rigorously manage all cash-related activities within assigned POR(s), ensuring strict adherence to organisational policies, regulatory requirements, and risk mitigation strategies. This includes supervising personnel, enforcing cash management procedures, maintaining ATM functionality, and conducting thorough audits to uphold accuracy, security, and compliance.
- Provide strategic oversight and authoritative guidance on cash operations, collaborating with internal departments for seamless integration, maintaining up-to-date regulatory knowledge, and delivering detailed performance reports to senior management. Additionally, develop and implement efficiency-driven strategies while assuming full accountability for the integrity and security of cash operations.
Qualifications
Minimum Qualifications:
- National Certificate in Banking (NQF5 FAIS aligned qualification or higher)
Experience Required:
3–4 years of extensive branch banking experience, with a deep understanding of teller operations, frontline support, and the bank’s established policies and procedures. Demonstrate expertise in bulk cash management, ATM operations, and stringent cash handling protocols, ensuring precision, security, and regulatory compliance. Exhibit strong leadership and problem-solving abilities, enforcing strict adherence to policies while effectively managing high-pressure financial environments. Maintain an unwavering commitment to accuracy, security, and regulatory integrity, ensuring seamless cash operations and operational excellence within the branch.
#J-18808-LjbffrBranch Consultant/ Financial Advisor - Makhado (Louis Trichardt)
Posted today
Job Viewed
Job Description
Press Tab to Move to Skip to Content Link
Select how often (in days) to receive an alert: Create Alert
Date: 26 Aug 2025
Location:
Giyani, Limpopo, ZA
Who are we?
Sanlam Developing Markets (SDM)(a wholly-owned subsidiary of Sanlam Life Limited) is one of the top financial services providers in the South African entry-level and emerging middle market. It aims to understand the unique requirements of clients and offers a wide range of simple and affordable financial solutions that cover needs such as funeral insurance, savings for education, life cover and personal accident plans. In terms ofthe Sanlam Group Governance Policy, SDM is managed by the SA Retail Mass cluster, which is part of the Sanlam Life and Savings cluster within the Sanlam Group. The cluster focusses on retail products, as well as group schemes.
To promote Sanlam Retail Mass (SRM)’s products and increase market share through:
- Providing sound financial advice and a high level of client service in a Branch context.
- Creating opportunities for client optimisation and cross selling of value-added products
- Gain and maintain an in-depth understanding of SRM product ranges.
- Gain an understanding of the customer’s needs, financial goals and means, and provide the right product (or selection of products) that will satisfy the goals of the customer in the best and most affordable way possible.
- Continuously update and inform customers of new products, or changes in existing products. Manage, review, and incorporate the implications of product changes on the customer’s portfolio accordingly.
- Validate client details in line with product and regulatory requirements. Submit new business through the right channels.
- Conduct due diligence on clients to identify and flag risks.
- Manage own capacity to ensure daily appointments are being prioritised while allowing time for and capitalising on walk-in / non-appointment clients.
In-branch Client Service and Client Retention:
- Responsible for servicing and managing all client profiles to ensure clients remain on the books.
- Send payment reminders, conduct follow-ups, and remain in contact to address potential queries or to provide support.
- Manage and report on NTUs (clients Not Taken Up) by putting controls in place, and taking corrective actions where required.
- Manage persistency of client payments in favour of both the branch and the client.
- Gain insight into client risk profiles to proactively identify where support will be required.
- Consult with clients on alternative payment arrangements and ensure it gets processed through and noted on the right platforms.
- Responsible for in-branch servicing in line with client experience standards:
- Apply product knowledge to accurately guide clients through policy cancellations and provide alternative options.
- Resolve various types of client queries in the branch as far as possible or escalate queries to the right stakeholders by using the existing escalation framework. Follow up on the status and continuously provide feedback to the client.
Quality, Compliance and Continuous Development:
- Remain up to date with and continuously adhere to compliance and quality standards.
- Keep up to date with own registration, product knowledge and maintenance of own CPD points.
- Identify risks and flag potentially fraudulent activities.
- Keep and store relevant records of advice.
- Log all activities as per regulations and standard operating procedures, and provide data to relevant stakeholders to inform reporting and decision making
Monthly Planning and Reporting:
- Responsible for reporting on activities daily, through using relevant technology platforms.
- Collate data on activities to deliver on weekly and monthly reporting deadlines.
- Perform any ad-hoc requirements as requested by the Retail Branch Manager
- 1-year experience in a sales or marketing capacity
- Experience within insurance branches an advantage
- Matric (Grade 12)
- RE5 advantageous
- FAIS Compliant (Wealth Management) as per DOFA requirements.
- Class of Business training (to be completed within 12-months of employment
Broker Support
Administration and processing of new and existing business
Business Building
Partnership Building
Coach and develop others
Personal AttributesBusiness insight - Contributing independently
Decision quality - Contributing independently
Builds effective teams - Contributing independently
Plans and aligns - Contributing independently
Build a successful career with usWe’re all about building strong, lasting relationships with our employees. We know that you have hopes for your future – your career, your personal development and of achieving great things. We pride ourselves in helping our employees to realise their worth.Through its five business clusters – Sanlam Fintech, Sanlam Life and Savings, Sanlam Investment Group, Sanlam Allianz, Santam, as well as MiWay and the Group Office – the group provides many opportunities for growth and development.
Core CompetenciesCultivates innovation - Contributing independently
Customer focus - Contributing independently
Drives results - Contributing independently
Collaborates - Contributing independently
Being resilient - Contributing independently
Turnaround timeThe shortlisting process will only start once the application due date has been reached. The time taken to complete this process will depend on how far you progress and the availability of managers.
The Sanlam Group is committed to achieving transformation and embraces diversity. This commitment is what drives us to achieve a diverse, inclusive and equitable workplace as we believe that these are key components to ensuring a thriving and sustainable business in South Africa. The Group's Employment Equity plan and targets will be considered as part of the selection process.
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