Key Accountabilities

Business Activities execution:

• Cooperate with banks’ employees including but not limited to Regional Manager, Branch Manager, Team Leaders, Loan Officers, Tellers, Bank’s Banca team… in planning sales & training activities including On Board, GP, Meeting, Event, Pipeline for sales.
• Regularly visit banks for quality as well as meeting the Branches Manager to discuss progress and issues.
• Support the Bank sale force, review the process including any feedback provided by the sale force to assess the effectiveness of the current process, and make recommendations for the improvement of the process. Assist sale force by answering queries and addressing issue
• Deploy the planned sales & training activities in the assigned Bank Partners to achieve projected sales targets including APE, Recruitment & Active ratio.
• Supervise & manage sales performance in the assigned Bank Partners and sales team in terms of APE, recruitment, active ratio & compliance
• Train & develop the agency force including: RM/TL and sales team in accordance with the career path in the assigned Bank Partners
• Others tasks are as assigned by Head of Banca Exclusive channel from time to time.

Relationship management

• Develop solid and effective relationship with bank partners within appointed areas
• Develop a wide range of relationships and networks with the local bank staffs for their commitment & motivation of Banca Sales.