Sales Team Lead (Asset Creation / Wealth Management)
Rosabon Financial Services
Published 2 months ago · Expires 3 weeks from now
Job description
Position Overview
We are seeking an experienced professional to lead our Asset Creation Team. In this role, you will play a major role in continuously improving risk asset sales and loan disbursement while strategically creating customer relationships. You will ensure a proper and adequate inflow of new customers and outflow of risk assets to increase and maintain the company's credit balance for efficient operations.
Scope and Impact
The Team Lead will be responsible for driving and optimizing sales within the Asset Creation Team, consistently following up with team members and customers to maintain relationships and generate sales to meet set targets.
Key Responsibilities
- Build and maintain adequate team staffing requirements
- Manage day-to-day Consumer Credit team operations
- Build, develop, and grow team members for optimum performance
- Continuously liaise with, coach, mentor, and motivate team members for optimal lead generation and conversion
- Monitor and ensure team members meet set targets
- Conduct deep-dive analysis on key growth indicators for products, people, and process optimization
- Generate market analysis insights and assess customer perception of new products
- Establish and maintain a strong customer base
- Strategically devise means to help yourself and team members generate and maintain quality sales contacts
- Identify, develop, and implement process improvements to enhance customer satisfaction and sales efficiency
- Train and maintain a healthy and effective team
Key Performance Indicators
- New Leads and Opportunities generated
- Client Acquisition and Customer Retention Rates
- Sales Volume per team member and collectively
- Existing Client Engagement levels
- Upsell and Cross-Sell Rates
- Percentage of targets met periodically
Requirements
- Minimum education: First degree in any discipline from a reputable academic institution
- Post-graduate qualification preferred