Reference point for decisions and providing direction / guidance to PB Hub on day to day sales related matters.
Driving consistent high RM sales performance and SRM service delivery in timely / accurate manner for any escalations needed, if applicable.
Working with Wealth Management Office, Branch Operations, Customer Service Division, Lending Hubs to support RM / SRM on obtaining comprehensive product updates that is exclusive to our affluent customers
Supporting sales approvals & escalation of complaints/issues.
People & Productivity Management
To lead, plan and manage the team's sales / service in achieving business objectives in accordance to management directives while aiming for optimal efficiency.
Responsible to oversee the overall daily management of PB Hub towards maintaining and improving staff engagement and productivity.
Provide regular coaching and follow up to uplift performance in sales
To guide / supervise the team in aiming to achieve given targets, addressing sales and service gaps and up-skilling the team through essential training programs.
Recruiting the right staff for RM and SRM role while ensuring adequate staff capacity to meet business headcount requirement.
Working closely with Regional Head / Cluster Sales Head to maintain an environment which promote success, teamwork and professional growth.
Conducting meetings / briefings to cascade information on Bank's procedural changes for sales matters on a timely basis.
To ensure that all staff have the correct aptitude and attitude in wanting to provide the best level of sales / services to PB customers that exceed the customers expectations.
Franchise Building
Identifying cross-sell opportunities among existing PB customers as well as for relationship deepening.
Expand new customer base & New Investment Account through promoting and encouraging referrals from existing PB customers or through personalized service recovery efforts.
Maintain good relationship with branches network of SME and Alliance@Work
Governance & Control
Responsible in managing and ensure that audit findings for sales lapses / gaps are fixed with no repetitive findings.
Ensure all sales activities are compliance with Group's standards and regulatory requirements which includes but not limited to AMLA, KYC, Credit Risk Management, and Financial Act.
Identify areas of improvement, sales process gaps and provide recommendation / solution for improvement to Regional Head / Cluster Sales Head.
Skills
Strong leadership skills
Excellent interpersonal skill with both internal and external customers
Customer-oriented approach in Problem Solving/Decision Making/Analytical Thinking
Ability to work with different levels across banks
Knowledge
Strong knowledge of the banking and financial services industry.
Strong knowledge of regulatory framework
Experience
Degree in banking and finance, accounting or business administration
Minimum 10 years banking experience, with minimum 3-5 years working in an RM role and experience in branch banking with exposure in sales and service aspects
Exhibits leadership and management skills that inspires high performance from staff
