Calvin Bowles

Summary:

The role required me to combine all sales channels alternative to the branch network of Old Mutual Finance to contribute directly and indirectly to the sales of the business unit.

Direct Sales also known as the AD Call centre is the direct channel for customers to fulfill their need for OMF’s lending products and this channel was not making any head way for a few years.

Mission: Breathe life into the current structure and over time use of industry experts combined with systems thinking, innovation and proper training and motivation to create a channel that is viable and, long term sustainable and customer centric.

Indirect Channels. Campaign Management, Octogen, Iwyze, Home solutions.

Duties:

· Strategic Direction for department

· People Management of core management team

· Sales / Target monitoring and analysis for improvement

· Profit / Growth department

· Collaboration (Internal and External partners)

· Project Management

· Budget Control

· Risk Management

· New Initiatives

· Outsourcing models testing / Best practice

· Vendor selection and presentation to forums

• Combined all sales channels alternative to the Branch Network to contribute to the sale of the Business Unit
• Introducing improved new structure incl. a new Department to be responsible for Communications & Campaigns
• Taking over Call Centre improving productivity by more than 400% and increases sales from R12M to R56M per month
• Provide effective and efficient executive management to new organisational structure
• Bring the structure up-to-date incl. improving systems thinking, innovation and training and motivation to create a channel that is viable and long term sustainable and customer centric
• Provide strategic direction for the Department incl. establishing people management as central to the organisation
• Improve sales / target monitoring and analysis incl. profit growth Department
• Oversee project management, budget control, risk management, vendor selection
• Implemented system efficiencies and automated processes for the call centre operations

• Implemented new function responsible for the start-up of the transactional product money account
• Streamlined the delivery of the transactional product money account by moving it from the retail branch network to being managed as part of the Sales & Distribution teams in the provinces providing operational efficiency
• Consider possibility of starting a transactional product money account framework
• Oversee project management & delivery incl. ensure compliance with regulations
• Implement business activities in Namibia

• Managing the substantial strategic growth of the Western Cape branch from 11 to 43 branches
• Developed the Western Cape into the 2nd spot nationally by managing Area Managers closely
• Overseeing market research, sourcing sites, recruiting staff and general effective management of the branch
• Apply the principles of People, Processes, Measurement & Control, Discipline and finally Summit
• Implementing the business philosophy covering acting with urgency, consistency and accepting accountability

• Established the Company's Marketing Department
• Introduce and manage all requirement of the new Departments, incl. signage, pamphlets, staff uniforms
• Management of all marketing aspects and requirements with 1 new branch opening each week

• Filled the following positions: Trainee Branch Manager - Parow Centre | Branch Manager - Thibault | Junior Regional Manager - Southern Cape | Regional Manager - Boland & Southern Cape | Senior Regional Manager - Cape

• Fully accountable for the management of the Branches of these two Companies incl. opening new retail branches (Sunglass Hut) in shopping malls and airports