Branch Manager

Department: AMS – Award Mortgage Solutions

Location: Australia

Scope of Work

BM is responsible for the entire operations of the respective branch, including but not limited to:

✓ Planning and delivering sales and financial targets of the branch

✓ Managing and supporting brokers

✓ Managing branch operations in line with company strategic goals

BM Duty List

2.1 Recruitment

• Responsible for preparing and regularly updating the recruitment talent profiles.
• Cooperate with the HR Department in the interviewing of candidates.
• Monitor and follow up on the candidate onboarding process to ensure timely completion.
• Proactively recruit Brokers as required by the Company.
• Conduct post-recruitment reviews and analyses.

2.2 Performance Management

• Follow up on performance by identifying performance gaps and formulating weekly action plans.
• Track and facilitate the conversion of leads into business opportunities.

2.3 Broker Management and Training

• Broker Commission and Fees Review
  • Identify and exclude any abnormal or irregular broker commission and fee cases.
  • Motivate brokers to achieve performance targets.
  • Propose recommendations for broker incentive plans. Organize regular branch meetings including but not limited to:
• Communication and Adjustment
  • Communicate with and make necessary adjustments for brokers whose cases have remained unlodged and unsettled for more than three (3) months.
• Key Personnel Support
  • Provide mentoring and guidance to new brokers.
  • Develop and implement training and development plans for key brokers.
• Training
  • Organize no fewer than one (1) training session per week for all brokers, including but not limited to technical training and client/channel development training.

2.4 Financial Follow-Up

• Pursue and recover all outstanding fees in a timely manner.
• Review the branch’s Profit and Loss (P&L) statements and provide analysis as required.

2.5 Product Management

• Determine the branch’s key promotional products for the month based on broker feedback.
• Conduct a monthly review of product promotion performance and prepare a branch-wide summary and post-analysis report.

2.6 Marketing

• Formulate and adjust the monthly marketing plan and conduct a review of its effectiveness.

2.7 Client Management

• Follow up with clients undergoing discharge processes to ensure proper handling.
• Conduct post-analysis reviews of discharge cases.

2.8 Compliance Management

• Oversee and align the branch’s compliance activities to meet company and regulatory requirements.

2.9 Reporting

• Prepare and submit the branch’s monthly performance and operational report.

The Duty List will be reviewed on an annual basis. Any changes may be applicable as per company requirements.