Portfolio Manager

Who are we?

Sanlam Developing Markets (SDM) 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 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.

What will you do?

• Vest, partner and grow selected franchises in order to facilitate the implementation of core business drivers – manpower, quality, productivity and compliance.
• Assist the business in setting up / transitioning new franchise businesses and rendering the franchisees with operational, technical and business support.
• Including but not limited to prime office location and expansion plans.
• Assist the franchise to grow their portfolio with regards to multiple business locations, product offering, manpower, quality indicators, billing mix, productivity and overall business acumen.
• Help franchises source and recruit financial advisers, sales managers and branch managers.
• Develop and expand existing markets – driving Stop Order focus.
• Set up new worksite facilities.
• Compliance & risk management.
• Manage quality of new business.
• Provide ongoing training and sales support to franchises.
• Practice development.
• Analysis of management reports.
• Business relationship building.
• Conservation / pay point control and worksites focus.
• Ensure continuous improvement of service standards to clients.

Qualifications and Experience

Knowledge and Skills

Personal Qualities

Build a successful career with us

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

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.

Our commitment to transformation

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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