Senior manager, retail financial services management support
1 month ago
As the Senior Manager, Retail Financial Service Management Support, you will lead a cross-functional team to provide comprehensive administrative and management support to Retail Financial Services (RFS), ensuring business excellence and compliance in the life insurance industry. Key Responsibilities: Oversee management reporting, performance tracking, and KPI achievement for Business Centres, Retail Assurance, and Branch Services. Collaborate with Group Centre and Branch Managers to drive clusters’ performance, ensuring sales and service KPIs are met. Develop and execute sales tactical campaigns tailored to enhance sales KPIs, while conducting annual reviews of incentive schemes and performance indicators. Facilitate key meetings, including sales and service meetings for Business Centres and Branch Services, and organize bonding and team-building events. Lead annual budgeting, proactive expense management, and accrual reviews for the department. Drive lead conversion initiatives, optimizing opportunities through lead campaigns and sales tactics. Proactively manage sales and service headcount, overseeing recruitment, onboarding, and addressing attrition challenges. Plan and execute major sales events, conventions, and roadshows, working closely with internal and external stakeholders. Serve as the department's Risk and Compliance representative, ensuring adherence to MAS guidelines and regulations such as Fair Dealing and PDPA. Foster a robust sales-compliant culture within RFS by inculcating ethical selling behaviors among advisors and managers. Partner with key stakeholders to address and resolve compliance or audit gaps swiftly. Lead initiatives to enhance service levels at branches, promoting a culture of exemplary customer service. Develop collaborative activities that align sales and service teams to work effectively towards common goals. Work with internal stakeholders to drive continuous process improvements and new projects, enhancing operational efficiency. Collaborate with HR and Distribution Talent Centre to establish a structured training curriculum for advisors and managers. Oversee the annual learning budget and facilitate regular reviews of career progression paths for sales and service roles. Requirements: Minimum of 8-10 years of proven experience in branch operations, customer service, compliance, and training within the life insurance industry. In-depth knowledge of MAS guidelines, regulatory requirements, and industry-specific compliance. Strong leadership, interpersonal, and communication skills, with proficiency in MS Office and Power Point. Effective presentation skills and a solid understanding of sales and service management best practices in the insurance sector. #J-18808-Ljbffr
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