Senior Executive, Omni-channel
3 days ago
**Key responsibilities**:
1. Platform Onboarding / Offboarding and Training for Platform Users
- Manage the onboarding/offboarding of all distribution intermediaries such as Income's tied channel and Financial Advisory groups/advisors onto the platform.
- Liaise with channels to coordinate and schedule training sessions for platform training.
- Responsible to administer the timely update of advisor's lifecycle on the platform (onboarding/movement/offboarding).
- Creating and delivering the platform training development plan complete with materials, instructions, and learning resources such as online modules and guides.
2. Voucher Fulfilment and Processing for Partnership / Incentive Campaigns
- Responsible for documentation on voucher submission by channel advisors.
- Prepare and submit procurement of vouchers from partners/vendors.
- Meticulous in ensuring accurate processing and validation of voucher records.
- Accountable to enable timely voucher issuance and communication to customers and advisors.
- Ensure the effective management of all aspects of operations across the channel on voucher fulfilment.
3. Platform Operations Support to Distribution Channel
- Resolving campaign and lead/customer or advisor escalations on the platform.
- Managing platform issues or updates/upgrades and work in collaboration with distribution channels/advisors to support sales growth.
- Responsible to review eligibility of advisors to qualify for Inbound Qualifiers Scheme and deployment of lead allocation on platform.
4. Work on developing, implementing and driving operations functions, processes and service improvements across Omni Channel with internal and external stakeholders.
5. Support the leadership team in driving day-to-day positive stakeholder experiences and administrative processes to ensure relevancy and in meeting regulatory and audit requirement.
6. Provide support to Omni Channel and handle any other ad-hoc assignments or responsibilities as assigned by the leadership team.
**Competency/Qualifications**:
- 2-3 years of work experience preferably across sales operations, strategy, program or project management.
- Bachelor degree in business administration or equivalent
- Prior experience in structuring operational processes in a regulated environment will be an advantage.
- Excellent stakeholder/partner management abilities and good collaboration skills.
- Strong communication and writing skills, managing key stakeholders and project sponsors.
- Outcome driven and meticulous with swift execution of task and/or projects.
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