Non-Assigned Role Group Discussions

Branch Manager's Meeting

AC-EXS®

Branch Manager's Meeting

AC-EXS®

Participant Pack

R 560.00


Assessor Guide

R 425.00

Overview:

Participants take on the role of Branch Managers in the Financial Services Division of Universal Life, an insurance company. They are meeting to discuss several issues that the firm faces. These include strategies for targeting key markets, the analysis of performance figures, the introduction of a customer service charter which goes beyond meeting compliance regulations, and ideas for improving the effectiveness of the recruitment of Financial Advisors. The group is expected to prepare recommendations for subsequent review by the Regional Director.

  • Code: NAR-BSM
  • Work environment: Group
  • Category: D - Middle Management

Exercise Timings & Criteria

60 mins
Administrator's Instructions:
5 mins
Discussion:
45 mins
Participant Review:
10 mins
Competencies: Flexibility / Leadership / Judgment / Problem Analysis / Creativity / Persuasive Oral Communication / Interpersonal Sensitivity / Teamwork / Initiative / Customer Service

Contact Us  

 Our Details
The Talent Group.
Olivedale, Johannesburg, 2188
(27) 82-855-8150
Robyn Stephenson
robyn@thetalentgroup.co.za