Talent Pool: Regional General Manager_ Countrywide

Role Purpose

The Retail Regional General Manager will acquire new IFAs for Momentum, responsible for the effective

placing of IFAs in the best panel with best BC. Ensure a high-performance culture is set and maintained.

Drive profitable growth through planning, execution and management of a team of BCs that builds IFA

Connections

Requirements

• 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 product

Duties and Responsibilities

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 IFAs.
• Active reporting.
• Drive an engagement that are advice-led environment that focuses on best practice service delivery.
• Drive sound financial and corporate governance practices.