Optimize client segmentation and engagement models. Define conversion and retention strategies across teams.
Set team targets aligned with business objectives. Monitor team's sales pipelines, activities, and performance on an ongoing basis.
Responsible for team and market expansion, coaching team members, managing underperformance, and building leadership benches and succession pipelines.
Drive team members portfolio growth, conversion and engagement strategies, consistent client experience standards.
Partner closely with internal departments for strategic approach.
Managing team performance on conversion rate, number of FTD, net deposit, outreach volume & engagement time.
Managing team performance on active clients, redeposit client, net deposit, trading volume, lifetime value, outreach volume, engagement time.
Team attendance and attrition.
Maintaining reports accuracy and completion.
Team & market ROI.
Requirements:
Minimum 7 years of progressive experience in client relationship management, account management, or customer success roles within financial services, fintech, or brokerage industries with proven sales track record.
Bachelor's degree in Business, Finance, Marketing, or related field.
Proven track record of managing the inside sales team and driving client retention and growth outcomes in competitive markets.
Demonstrate advanced skillset in people leadership, strategic thinking & vision, proficient in business acumen and organisational alignment.
Lead and manage a large team of clients conversion and retention, multi-level teams or multi markets, responsible for team performance and growth.
Proven people management, coaching experience and influencing skills to drive departmental improvements.
Strong pipeline management and commercial decision-making capability, strategy ownership.
