Head, Regional Sales Affluent & Wealth
Salary undisclosed
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PRIMARY OBJECTIVES
- Lead, manage and grow Region affluent & mass affluent and wealth business at branches and premier banking centre
- Plan and strategise to grow AUM and fee income - investment & insurance products
- Drive customers acquisition; improve customers retention; and customers experience - focus on affluent & mass affluent customer segment and new to bank/premier (NTB/NTP) customers - Increase customers' product portfolios breadth – PHR
- Lead, manage and coach sales force to achieve sales targets
- Responsible for growth and management of Region's Premier Banking business
- Plan and strategise sales activities and events to drive Affluent and Wealth business
- Cross-sell and up-sell assets & liabilities products
KEY RESPONSIBILITIES
Strategy & Planning
- Develop & implement regional sales strategies & business plan to achieve affluent & wealth sales targets
- Identify business opportunities to grow market share and NTP customers
- Engage with Affluent and Mass Affluent Heads for products, promotions and campaigns Lead
- Region's Cross Border referral initiative with RHB Singapore and other markets
Sales Management
- Set, review and assign sales target to BMs, CMs. RMs, TLs, PB-Wealth, Banca SM and PB-Banca on the overall region's target and execution of business plan & sales activities
- Coordinate with product & marketing teams on wealth & banca collaterals & gifts for sales activities/campaigns
- Review and track daily/weekly/monthly sales performance to improve sales force productivity
- Manage leads / referrals and conversion to sales
- Drive and manage sales activities including up-sell, cross-sell, complaint managements and customers retention
Operations & Compliance
- Oversight on code of ethics of sales personnel during sales process to avoid mis-selling
- Ensure sales personnel are equipped with relevant licenses
- Inculcate sales personnel awareness of Audit, Risk & Compliance standards and policies
Staff Management
- Direct supervision of Premier Centre managers, TL PBW and SM Banca
- Plan and recruit regional Relationship Managers for Premier Banking Centre to ensure adequate sales force strength, also involve in hiring of PB-Wealth and PB-Banca
- Identify, conduct and train sales personnel on product knowledge and selling skills
- Coaching and mentoring of sales personnel for peak performance
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