Branch Manager – Meru at Jubilee Insurance

Role Purpose

The Branch Manager – Retail Distribution (Meru) will be responsible for driving the growth, profitability, and operational excellence of the branch. The role holder will oversee all branch activities, including retail distribution, client relationship management, team leadership, and service quality assurance. This position plays a pivotal role in executing the retail strategy by expanding market reach, increasing assets under management (AUM), and fostering a culture of exceptional client experience. The Branch Manager will lead a high-performing team of Team Leaders and Dedicated Financial Advisors (DFAs), ensuring achievement of branch sales targets and alignment with the company's vision of becoming the region's most trusted and innovative investment partner.

Key Responsibilities

Strategic Planning and Execution

• Develop and implement strategic business and sales plans for the branch in alignment with overall growth objectives
• Identify and capitalize on market opportunities to grow the retail client base and enhance AUM
• Develop and manage the branch's annual budget, forecasts, and performance targets, ensuring continuous achievement of financial and operational KPIs
• Contribute to the formulation of retail distribution strategies through data-driven insights and branch performance analytics

Business Growth and Client Relationship Management

• Drive acquisition of new retail clients while strengthening and deepening relationships with existing clients
• Ensure delivery of personalized, value-driven financial and investment solutions tailored to client needs
• Lead and coordinate partnership-driven events, activations, and client engagement initiatives aimed at enhancing brand visibility and promoting product uptake
• Collaborate with marketing and business development teams to develop and execute branch-level campaigns

Job Reference: JAML065