Team Leader – Bancassurance DSR at HF Group

Business planning and growth

• Drive achievement of set targets through customer growth and retention across all lines.
• Plan, drive and monitor the Banca sales strategies through segment focus, customer focus needs-based selling.
• Develop and refine sales toolkits, client materials and training to reflect the various target proposition.
• Performance Management- Run daily, weekly and monthly reviews with the sales staff to ensure the Teams are constantly engaged and ahead of targets.
• Cost management and Revenue Generation.
• People management.
• Implement effective HR standards and strategies, manage succession plan, and retain key talent, constant discipline in performance management.
• Motivate, Coach and Energize the sales staff positively to deliver the best results.
• Engage the team in constant Training to address training needs, implement training road maps to ensure an engaged Team.

Operational risk controls and procedure

• Implement processes to prevent mis-selling, misrepresentation, fraud and adherence to customer data confidentiality principles.
• Ensure the team adheres to all KYC guidelines and procedures, comply with local regulatory requirements, reflect best practices.
• Ensure the team complies with all applicable money laundering prevention procedures and, in particular, report any suspicious activity to the Principal Officer.
• Tracking and monitoring of TAT for the segment and working with stakeholders to ensure targets are met.

People Management & administration

• Manage the sales staff by providing ongoing individual coaching and training to assure ensure achievement of sales goals, member retention and deepening member relationships.
• Continuous review & appraisal of sales staff performance and immediate corrective action.
• Ensure sales staff are motivated for maximum productivity.
• Cultivate a team culture that enhances support for each other to ensure overall productivity.
• Arrange, conduct or recommend appropriate training for branch staff to enable them carry out their duties effectively & efficiently.
• Ensure discipline and adherence to staff code of ethics by sales staff.
• Ensure planned leave schedule & execution for branch sales staff.

• Computer/IT skills, including knowledge of Microsoft office applications e.g., Word; Excel; PowerPoint etc.
• General knowledge in banking processes.
• Experience business development, negotiation, and relationship management skills.
• Excellent written and oral communication skills.
• Excellent interpersonal skills with the ability to effectively work with individuals and groups at all organization levels; ability to work independently and as part of a team.
• Excellent customer service skills with the ability to respond to inquiries or complaints effectively and timely.
• Ability to take initiative and prioritize tasks; good time-management, organization, problem prevention and problem-solving skills.
• Basic analytical ability with active listening skills.
• Ability to work accurately with close attention to detail; must have eye for details, strong ability to scrutinize and examine.
• Ability to maintain confidentiality of sensitive information.
• Willingness to adapt to changing business needs and deadlines.