About the role
Responsibilities
- Manage the daily operations, sales activities, and customer service of frontline sales staff; supervise the sales team to achieve various business targets; and increase their contribution to the bank's overall revenue.
- Manage, develop and straighten Business Banking client relationship, provide high-quality, comprehensive and tailor-made banking services.
- Explore potential Business Banking clients, increase market share, actively perform cross-selling
- Motivate and manage team to achieve various individual business targets and contribute to the performance of the team.
- Build sustainable business growth and achieve goals predetermined by Senior Management.
- Provide regular on-site training and coaching to frontline staff to continuously enhance their sales skills;
- Supervise frontline staff regarding customer management, product sales, and customer satisfaction to improve operational efficiency;
- Boost frontline staff productivity by recommending improvements to customer processes and key transformation areas, sharing insights on pain points, and gathering customer feedback; enhance the overall business productivity of relationship managers through methods such as one-on-one coaching and joint client visits.
Requirements
- Degree or above with major in Business Administration, Marketing, Economics, Finance or related discipline.
- 3 years or above relevant experience in financial services with managerial level.
- Sound knowledge in business banking sector, banking operation, risk management and business practices
- Possess a strong sense of awareness to people, able to identify bottlenecks and motivate team
- Holder of HKSI (Type 1 &4) and IIQE (General & Long Term Business (excluding Linked Long Term Business)); ECF–CRM, CFA, CFP, CFMP preferred
- Familiar with banking operations and related policies, laws and regulatory requirements.
- Excellent communications and presentation skills with good command of Chinese in both spoken and written including Mandarin