Team Leader - Bancassurance at HF Group

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