Principle Accountabilities
Business planning and growth

• Drive achievement of set targets through customer growth and retention across all lines


• Plan, drive and monitor the Banca sales strategies through segment focus, customer focus needs-based selling


• Develop and refine sales toolkits, client materials and training to reflect the various target proposition


• Performance Management: Run daily, weekly and monthly reviews with the sales staff to ensure the Teams are constantly engaged and ahead of targets


• Cost management and Revenue Generation


• People management


• Implement effective HR standards and strategies, manage succession plan, and retain key talent, constant discipline in performance management


• Motivate, Coach and Energize the sales staff positively to deliver the best results


• Engage the team in constant Training to address training needs, implement training road maps to ensure an engaged Team

Operational risk controls and procedures.

• Implement processes to prevent mis-selling, misrepresentation, fraud and adherence to customer data confidentiality principles


• Ensure the team adheres to all KYC guidelines and procedures, comply with local regulatory requirements, reflect best practices


• Ensure the team complies with all applicable money laundering prevention procedures and, in particular, report any suspicious activity to the Principal Officer


• Tracking and monitoring of TAT for the segment and working with stakeholders to ensure targets are met

People Management & administration:

• Manage the sales staff by providing ongoing individual coaching and training to assure ensure achievement of sales goals, member retention and deepening member relationships.


• Continuous review & appraisal of sales staff performance and immediate corrective action.


• Ensure sales staff are motivated for maximum productivity


• Cultivate a team culture that enhances support for each other to ensure overall productivity.


• Arrange, conduct or recommend appropriate training for branch staff to enable them carry out their duties effectively & efficiently.


• Ensure discipline and adherence to staff code of ethics by sales staff.


• Ensure planned leave schedule & execution for branch sales staff.

Operational risk controls and procedures.

• Implement processes to prevent mis-selling, misrepresentation, fraud and adherence to customer data confidentiality principles


• Ensure the Team adheres to all KYC guidelines and procedures, complies with local regulatory requirements, and reflects best practices


• Ensure the team comply with all applicable money laundering prevention procedures and, in particular, report any suspicious activity to the Unit Money Laundering Prevention Officer


• Tracking and monitoring of TAT and errors for sales staff and working with stakeholders to ensure targets are met

Key Competencies and Skills
Technical Competencies:

• Computer/IT skills, including knowledge of Microsoft office applications e.g. Word; Excel; PowerPoint etc.


• General knowledge in banking processes.

General Competencies:

• Excellent written and oral communication skills.


• Excellent interpersonal skills with the ability to effectively work with individuals and groups at all organization levels; ability to work independently and as part of a team.


• Excellent customer service skills with the ability to respond to inquiries or complaints effectively and timely.


• Ability to take initiative and prioritize tasks; good time-management, organization, problem-prevention and problem-solving skills.


• Basic analytical ability with active listening skills.


• Ability to work accurately with close attention to detail; must have eye for details, strong ability to scrutinize and examine.


• Ability to maintain confidentiality of sensitive information.


• Willingness to adapt to changing business needs and deadlines. 

Minimum Qualifications, Knowledge and Experience
Education:

• Bachelor’s degree


• Certificate of Proficiency

Experience: 

• Minimum of 3 years’ experience in sales management within the Insurance Industry


• Demonstrate knowledge of Insurance operations


• Problem solving and analytical skills


• Demonstrate integrity and ethical standards


• Attentive to details