Work closely with Branch Leaders to lead Personal Financial Consultants & Relationship Managers to achieve Bancassurance sales target of assigned banking branches.
Provide coaching to newly joined Personal Financial Consultants with the objective to uplift competencies that aim to achieve sales target.
Facilitate training to ensure all Personal Financial Consultants & Relationship Managers are keep abreast with latest Bancassurance product knowledge, bank system, sales technique etc.
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Develop and drive business optimisation strategies covering business process improvement, digital transformation, data management, and AI readiness/adoption to support the Company's long-term goals.
Identify and evaluate improvement opportunities by working with business units to assess business needs, develop business cases, and recommend transformation initiatives.
Lead the implementation of business optimisation projects, coordinating with internal stakeholders, external partners, and consultants to ensure successful execution and delivery.
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Management of distributors in the assigned area, with respect to infrastructure, process and overall operations to ensure outstanding implementation channel specific of brand / category, reviewing promotional efficiency and Point of Purchase (POP)/ Outlets vision, while ensuring agreed ROI and distribution objectives
Develop and train the distributor operation managers and the distributor sales representatives
Set growth agendas in line with company goals and liaise with local distributor teams for front end delivery.
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Develop business potential by planning and implementing tactical sales & marketing strategies, setting team goals and direction in order to achieve targets;
Manage sales performance and closely track and monitor each CBM’s performance to achieve their individual sales targets;
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Solicit leads via referrals and cold calls for sales via marketing visits, telemarketing, launches, road shows and any other sales activities to achieve sales targets.
To actively cross selling Banking/Financial products.
Assess/evaluate and propose credit applications diligently.
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