Build a structured pipeline and sales tracking management framework.
Collaborate with other departments to develop and launch new sales approaches/tools and differentiated KYC conversation to help RMs to deepen the relationship with clients
Monitor and analyze sales productivity, product participation, wealth penetration, portfolio growth, and client satisfaction to identify opportunities for improvement and implementation of necessary changes....
Build a structured pipeline and sales tracking management framework.
Collaborate with other departments to develop and launch new sales approaches/tools and differentiated KYC conversation to help RMs to deepen the relationship with clients
Monitor and analyze sales productivity, product participation, wealth penetration, portfolio growth, and client satisfaction to identify opportunities for improvement and implementation of necessary changes....
Client Acquisition - Identify, approach, and convert high-potential clients through strong personal connections and referral network(Dealer)
Drive strategic performance to achieve auto business goal. Serve as the main contact point for client (customer) and partners (Cars Dealer), ensuring high levels of responsiveness, service excellence, and trust.
Keep abreast of market trends, competitors, and regulatory changes, providing feedback to management for timely action....
Client Acquisition - Identify, approach, and convert high-potential clients through strong personal connections and referral network(Dealer)
Drive strategic performance to achieve auto business goal. Serve as the main contact point for client (customer) and partners (Cars Dealer), ensuring high levels of responsiveness, service excellence, and trust.
Keep abreast of market trends, competitors, and regulatory changes, providing feedback to management for timely action....
Analyze information thoroughly and ensure accurate data provided to the management to make an effective decision.
Responsible for report tracking process and assist in preparation of presentation slides, if needed.
Collaborate and build strong working relationships with various internal stakeholders; Wealth Investment and product teams, PFS compliance, Sales Channels, HR L&D, Marke,ting & Communications and Operation....
Proactively resolve all PVPB and BA sales challenges, operational issues, and special requests from the frontline.
Develop and execute the overall PVPB bancassurance strategy to achieve ambitious sales targets and business goals for both Conventional and Takaful solutions.
Identify, structure, and pursue new market opportunities to deepen wallet share....