Assistant Manager, Personal Financial Services (Channel Management)

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Functional (job responsibilities)

• Manage and identify Portfolio sales cross-sell opportunities in the bank.
• Responsible by communicating campaigns, operational or regulatory updates to all sales channels during monthly engagements and coaching sessions.
• Responsible for to ensure business targets are achieved.
• Oversee the maintenance of information posted on HLB's intranet e-knowledge portal to improve communication and flow of information to sales channels.
• Ensure internal and regulatory compliance in sales management for all internal and external dealings
• To ensure that Portfolio sales collaterals/documentations are updated and communicated and in compliance to internal and regulatory requirements.
• On ad hoc basis to assist on any special tasks being assigned be in process/ system related or develop and execute Portfolio sales campaign, etc.
• Conduct briefing and training for Ops channel aside to Sales.
• Responsible to work with relevant internal stakeholders on sales strategies to meet business goals
• Assist in the increase participation of sales done via InBranch Tablets to all enabled users.
• Ability to improve productivity levels via initiatives done and build tracking mechanism.
• Familiar with creating tactical challenges that would encourage a behavior change or ability to sell more 1 product aside from core product.

Managerial

• Hold monthly sales channels meeting (ie: Branch Manager/Sales Managers/Branch Ops meetings) to brief on current campaigns and motivate sales staff
• Support product development and acquisition, promotion and marketing initiatives and activities to achieve business objectives and goals

Organizational

• To ensure business goals are met from the financial and shareholders perspective.
• To ensure work is in accordance to HLB values where the person is consistently supporting innovation, creating a win-win situation and making decisions which are decisive among others.

Job Requirements

• Preferable 2-5 years experience in Banking / Financial Institution
• Fresh graduates with high development potential to be considered with banking & financial experience will be an added advantage.
• Background in Sales Engagement will be an advantage.
• Strong communication skills and knowledge in Power Point/Excel would be an added advantage
• Ability to create new process improvements is also an added advantage

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