Sales Team Lead (Asset Creation / Wealth Management) at Rosabon Financial Services

Job Summary

• The Team lead, Consumer Lending (Public Sector/Private Sector) will be responsible for driving and optimizing sales
• within the Asset Creation Team, consistently following up with team members and customers to maintain relationships and generate sales to meet set targets.

Responsibilities

• Build and maintain team staff requirement
• Manage day-to-day Consumer Credit team operations.
• Build, develop and grow team members for optimum performance
• Constantly liaise, coach mentor and motivate team members for optimal lead generations and conversion.
• Responsible for monitoring and ensuring team members meet set targets
• Conduct deep-dive analysis on key growth indicators for products, people, and process optimization.
• Generate and contribute via market analysis and customer perception of new products.
• Establish and maintain good customer base
• Strategically devise meansto help self and team members to generate and maintain quality sales contacts
• Motivate, train and maintain a healthy and effective team
• Identify, develop, and implement process change towards improving customer satisfaction and sales efficiency.

Key Performance Indicators

• New Leads/Opportunities
• Client Acquisition and customer retention rate
• Sales Volume per team member and collectively
• Existing Client Engagement
• Upsell/Cross-Sell Rates
• Percentage target met periodically.

Requirements

• Minimum education level – First degree in any discipline from a reputable academic institution.
• Post-graduate qualification(s) and professional membership will be an added advantage.
• Demonstrated track record of meeting/exceeding goals as an individual contributor.
• Successful experience building a territory from little or nothing.
• 5 years+ of progressive experience in sales and marketing of financial products (Consumer Lending).

Job Knowledge, Skills / Competencies:

• Relevant knowledge of the company’s market and competitors.
• Highly motivated and passionate about sales, with a genuine drive to succeed.
• Knowledge of principles and methods for selling, including marketing strategy, company products, sales techniques, and sales control.
• Previous experience driving sales across products.
• Strong personal network within the industry.
• Excellent verbal and written communication skills.
• Knowledge of principles and processes for providing customer service, including customer needs assessment and evaluation.
• Detail-oriented with the ability to prioritize and handle multiple tasks at any given time.
• Ability to lead and motivate a large team.
• Strong sales, analytical, organizational, and people skills.
• Experience building rapport, opening doors, and understanding the business requirements of senior decision-makers.
• Experience and good knowledge of the financial market.
• Demonstrated ability to lead and manage a diverse sales team.
• Demonstrated ability to achieve sales targets.
• Proficient in Microsoft Word, Excel, Outlook, and PowerPoint.
• Ability to adapt quickly to new technologies, products, and procedures.
• Ability to work and thrive in a multitasked and fast-paced environment.
• Professional “get it done” attitude and strong work ethic.