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Senior Team Head, Business Banking

Responsibilities:

  • Manage the daily operations, sales activities, and customer service of frontline sales staff; supervise the sales team to achieve various business targets; and increase their contribution to the bank's overall revenue.
  • Manage, develop and straighten Business Banking client relationship, provide high-quality, comprehensive and tailor-made banking services.
  • Explore potential Business Banking clients, increase market share, actively perform cross-selling
  • Motivate and manage team to achieve various individual business targets and contribute to the performance of the team.
  • Build sustainable business growth and achieve goals predetermined by Senior Management.
  • Provide regular on-site training and coaching to frontline staff to continuously enhance their sales skills;
  • Supervise frontline staff regarding customer management, product sales, and customer satisfaction to improve operational efficiency;
  • Boost frontline staff productivity by recommending improvements to customer processes and key transformation areas, sharing insights on pain points, and gathering customer feedback; enhance the overall business productivity of relationship managers through methods such as one-on-one coaching and joint client visits.

Requirements:

  • Degree or above with major in Business Administration, Marketing, Economics, Finance or related discipline.
  • 3 years or above relevant experience in financial services with managerial level.
  • Sound knowledge in business banking sector, banking operation, risk management and business practices
  • Possess a strong sense of awareness to people, able to identify bottlenecks and motivate team
  • Holder of HKSI (Type 1 &4) and IIQE (General & Long Term Business (excluding Linked Long Term Business)); ECF–CRM, CFA, CFP, CFMP preferred
  • Familiar with banking operations and related policies, laws and regulatory requirements.
  • Excellent communications and presentation skills with good command of Chinese in both spoken and written including Mandarin

Skills

  • Sales Management
  • Business Banking
  • Client Relationship Management
  • Team Leadership
  • Cross-Selling
  • Customer Service
  • Financial Services

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