Manage a team of Relationship Managers to achieve stated budget.
Develop sales strategy and calling programmes for the team
Monitor the sales and business development performance & ensuring proper service standards
Provide support to sales teams with respect to sales and relationship management efforts
Ensure strict adherence to internal P&Ps and Compliance guidelines.
Comply with Private Banking policies guidelines, KYC and AML regulations.
Drive the sales efforts in the region/county
Develop the annual business plan and budget, and propose it to HO for approval
Develop business development & sales budgets to the country sales team
Maintain and continuously update a list of prospect & potential clients
Provide support to sales team in sales and relationship management, especially with respect to large & sophisticated customers and provide feedback to various global departments at HO about products, competitors and segment trends
Monitor sales and business development performance on regular basis, and propose actions to ensure that sales teams achieve the targets at all times
Approve and recommend (based on authority matrix) on exceptional pricing and conditions granted to customers
Oversee the strict implementation of internal P&Ps and Compliance guidelines
Ensure timely & Accurate implementation of segmentation exercise .
Key Performance Indicators:Sales performance (volume sold, volume of revenues, ROA by customer, and by RM )
Level of sales & marketing support provided to the sales team (number of joint calls to customers, volume of business/deals generated from joint-calls)
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