Strategically plan, lead, organize and execute all Priority Banking business initiatives to grow Asset Under Management (AUM) and Investment and Insurance Revenue (I&I Rev) for the Priority Banking Center (PBC).
Effectively manage and oversee the overall day-to-day management of the PBC, to ensure operational efficiency and profit maximization by implementing tactical sales & marketing strategies, setting team goals and direction to achieve targets given.
Evaluate resources, market information and sales force capability to devise a structured and effective sales plan for execution.
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To conduct monthly business planning meetings with designated distributors focusing on Sales Performance, Coverage, Call Planning, Distribution, Merchandising and Service Levels, to continuously improve distributors in field executions.
Ensuring that area sales and development objectives are achieved through planning, direction, motivation and follow-up activities with the area field sales team.
To regularly review the distributors' infrastructure with the objective to upgrade as necessary to effectively handle the increasingly competitive and challenging market environment and to train and develop the team of CRO / Van Sales.
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