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The Head, Sales Management & Productivity will be responsible for leading and driving sales management and productivity plans for the affluent segment. This role will oversee the development and implementation of strategies to grow wealth business, increase team productivity/product participation/wealth penetration and client acquisition. The ideal candidate will have extensive experience in sales management, sales discipline management, portfolio management, and a deep understanding of the wealth management industry.
Job Responsibilities:
Develop and implement sales management and sales discipline strategies and initiatives.
Support the sales leaders in providing coaching tools, feedback and development tools to ensure optimal performance and productivity.
Develop sales operating rhythm and sales hurdle plan
Build a structured pipeline and sales tracking management framework.
Collaborate with other departments to develop and launch new sales approaches/tools and differentiated KYC conversation to help RMs to deepen the relationship with clients
Monitor and analyze sales productivity, product participation, wealth penetration, portfolio growth, and client satisfaction to identify opportunities for improvement and implementation of necessary changes.
Develop and actively manage the client portfolio management framework to increase clients product holdings
Develop and implement training and development programs for the sales team to enhance their skills and knowledge
Stay-up-to date with industry trends, competitive landscape, and emerging technologies to identify opportunities for growth and innovation
Job Requirements:
Malaysian citizen
Bachelor's degree in Business Administration, Finance, Marketing & any related field.
Minimum of 8-10 years of experience in sales management, portfolio management, or a related field in the wealth management industry
Strong passion in wealth management business and to contribute the skills and knowledge to motivate and inspire team members to achieve higher goals.
Excellent communication and interpersonal skills, with the ability to build strong relationships with clients, stakeholders, and partners.
Strong analytical and problem-solving skills, with the ability to identify and implement solutions to complex issues together with strong business acumen and financial management skills
What's next
Once you've applied online, our team will carefully review your application. Due to a high volume of applications, we appreciate your patience to allow for a fair and timely review process.
Should you be shortlisted for the role, we will send you an invitation via email for an interview. You can also check on your application status by logging into your candidate account.
Job ID: 153090411
Skills:
pipeline management , Operational Excellence, Air Freight, Contract Negotiations, Customer Engagement, Market Expansion, Customs Brokerage, International Freight Forwarding, Commercial Sales Leadership, Ocean Freight, Supply Chain Solutions, Business Development, Financial Management
Skills:
pricing strategy , Strategic Selling, key account management, product positioning, domestic sales leadership
Skills:
Operational efficiencies, Sales Planning, Analytical Skills, Performance management, Sales metrics dashboards, sales metrics, Revenue realization, CRM-driven sales governance, Pipeline governance, process simplification, Commercial Operations, B2B Enterprise sales, Bid Management
Skills:
pipeline management , Tableau, Partner Management, JIRA, Confluence, Salesforce, retail trading, CRM analytics, Forecasting, partner ecosystems, Sales Tools, cfds, business development, fintech, Financial Services, FX CFD trading mechanics, Fx, IB models, performance optimization, revenue ownership, commercial leadership
Skills:
revenue growth , Sales channel management, Retail Sales, Sales Planning, Dealer management, Performance review, B2b Sales, Business development, Margin management