Our client, a company in the financial industry, is seeking to hire a Head of sales (wealth management). This role requires an innovative leader capable of developing and implementing strategic initiatives to optimize sales operations across all regions. The ideal candidate will not only understand the product offerings but will also streamline the recruitment and training of high-performing sales teams to ensure departmental success. The ideal candidate should have a passion for improving sales efficiency and must be adept at transforming processes to achieve better performance across teams.
KEY RESPONSIBILITIES
Optimizing Sales Processes Streamline sales processes to enhance efficiency and reduce turnaround time for wealth management related activities.
Performance Monitoring Regularly monitor and analyze key performance indicators (KPIs) to identify areas for improvement and ensure sales teams are meeting targets in wealth management.
Sales Strategy Development Collaborate with stakeholders to develop and implement sales strategies aimed at
increasing productivity and maximizing sales opportunities in wealth management.
Lead Management: Manage the Lead Management System (LMS) and implement optimal conversion strategies to enhance lead generation and conversion rates for wealth management.
Process Improvement: Identify, develop, and implement process changes aimed at improving customer satisfaction and sales efficiency in wealth management.
Sales Incentive Programs: Develop and implement monthly sales incentive programs to motivate sales teams and drive results in wealth management.
Competitor Analysis Conduct competitors' analysis to identify market trends and recommend strategies for driving sales in wealth management across all regions.
Training and Development: Provide ongoing training and development opportunities to equip wealth management teams with the necessary skills and knowledge to succeed.
Performance Management: Manage and evaluate the performance of wealth management teams, providing feedback and coaching to support their growth and development.
Policy Advocacy: Intervene in policy modifications and amendments deliberation with stakeholders to advocate for policies that support sales performance in wealth management.
Client Experience Management: Escalate negative client experience issues that affect the brand position, ensuring high standards of service delivery are maintained in wealth management.
Interdepartmental Collaboration: Collaborate with other departments to ensure effective team flow and alignment
of objectives, fostering a cohesive and supportive work environment specific to wealth management
Requirements
HND/BSC/MSC in a related field
7 years+ of progressive experience in sales and marketing domain, preferably in the financial sector
Professional training/certification/membership will be an added advantage
Proven experience in driving process improvements and optimizing team performance
Demonstrated ability to recruit and build high-performing sales teams
Strong analytical skills and a results-oriented mindset
Experience in sales management, preferably with a track record of meeting or exceeding targets
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