
Financial Services Team Lead
2 days ago
As a senior leader in retail financial services, you will lead cross-functional teams to provide comprehensive support to the department.
Leadership and Management- Lead management reporting and performance tracking for business centers, including retail assurance and branch services.
- Work with center managers and branch managers to ensure individual clusters' performance KPIs and objectives are met.
- Plan tacticals and campaigns to drive sales KPIs.
- Conduct annual reviews of sales incentive schemes, sales, and service performance indicators/KPIs.
- Drive leads conversion and identify opportunities for better leads conversion via campaign or tactical.
- Manage sales and service headcount, recruitment, and related resource matters, including attrition and onboarding.
- Take the lead in building a robust and compliant culture within the department.
- Work with stakeholders to address gaps in compliance or audit matters.
- Work with internal stakeholders to map out training curriculum for advisors and managers.
- Review annual learning budgets for departments.
- Minimum 8-10 years' experience in handling channel sales, performance management, branch operations, compliance, and training.
- Proficiency in MS Office and PowerPoint.
- Understanding of regulatory requirements.
- Effective presentation skills and good understanding of management practices.
- Proven track record in leading teams and managing stakeholders.
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Financial Services Manager
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Team Lead/ Manager, Operations
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Financial Services Consultant
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Financial Consultant
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Relationship Manager Team Lead
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Financial Advisor
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Team Lead
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Lead Campaign Specialist
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Independent Financial Adviser
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Commercial Manager
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