RELATIONSHIP HEAD

The Relationship Head/Virtual Preferred Advisory Head is responsible for leading and overseeing the business development and growth of the Preferred Advisory Team’s portfolio which includes acquisition of new-to-bank and new-to-preferred clients, growth in total funds, growth in profitability thru revenue, increase in new product bookings, and increase digital penetration through online enrollment and active usage.

Responsibilities

• Conducts Weekly, Monthly and Quarterly sales target 1:1 check-in with the team.
• Knows individual Sales Team Scorecard Targets and how they are tracking on a weekly and monthly basis.
• Reviews each of the sales frontliners / teams pipeline coverage to identify any risks to forecasts / targets.
• Reviews opportunity data at a detailed level to have insightful conversations are accuracy of the amounts and close dates
• Reviews Salesforce lead conversations, notes and customer interactions (i.e. comments in needs analysis) for each Sales frontliner to be able to understand team's customer interaction.
• Effectively coaches front-line sales on how to best nurture their leads with reference to best practices.
• Ensures that the sales teams are getting enough leads fed through to them to hit their targets.
• Directs and spearheads strategies on digital relationship management towards the achievement of sales objectives and profitability targets, consistent with the overall growth strategy of the Bank.
• Establishes strategic partnerships and collaboration with product groups, external partners and other relevant units of the Bank to support the sales initiatives of the Advisory teams.
• Approves business and process improvement proposals.
• Approves the department’s budget, decides on the manpower allocation, and directs re-organization of personnel.
• Ensures the team’s compliance to the Bank’s rules and ethical standards.
• Handles/ manages conflict within the team.
• Recommends qualified personnel for promotion.
• Performs other relevant functions that may arise from time to time.
  
  

Qualifications

• Bachelor’s degree graduate preferably in any business related courses.
• At least 5 years experience in people management, sales planning, sales coaching, performance appraisals and feedbacking, banking operations, and presentations to Stakeholders.
• Knowledge in basic accounting, banking operations, policies, procedures, and systems.

The Relationship Head/Virtual Preferred Advisory Head is responsible for leading and overseeing the business development and growth of the Preferred Advisory Team’s portfolio which includes acquisition of new-to-bank and new-to-preferred clients, growth in total funds, growth in profitability thru revenue, increase in new product bookings, and increase digital penetration through online enrollment and active usage.

Responsibilities

• Conducts Weekly, Monthly and Quarterly sales target 1:1 check-in with the team.
• Knows individual Sales Team Scorecard Targets and how they are tracking on a weekly and monthly basis.
• Reviews each of the sales frontliners / teams pipeline coverage to identify any risks to forecasts / targets.
• Reviews opportunity data at a detailed level to have insightful conversations are accuracy of the amounts and close dates
• Reviews Salesforce lead conversations, notes and customer interactions (i.e. comments in needs analysis) for each Sales frontliner to be able to understand team's customer interaction.
• Effectively coaches front-line sales on how to best nurture their leads with reference to best practices.
• Ensures that the sales teams are getting enough leads fed through to them to hit their targets.
• Directs and spearheads strategies on digital relationship management towards the achievement of sales objectives and profitability targets, consistent with the overall growth strategy of the Bank.
• Establishes strategic partnerships and collaboration with product groups, external partners and other relevant units of the Bank to support the sales initiatives of the Advisory teams.
• Approves business and process improvement proposals.
• Approves the department’s budget, decides on the manpower allocation, and directs re-organization of personnel.
• Ensures the team’s compliance to the Bank’s rules and ethical standards.
• Handles/ manages conflict within the team.
• Recommends qualified personnel for promotion.
• Performs other relevant functions that may arise from time to time.
  
  

Qualifications

• Bachelor’s degree graduate preferably in any business related courses.
• At least 5 years experience in people management, sales planning, sales coaching, performance appraisals and feedbacking, banking operations, and presentations to Stakeholders.
• Knowledge in basic accounting, banking operations, policies, procedures, and systems.