Manages day to day activities of Business Bankers to deliver against defined operational plans and campaigns to achieve sales and revenue targets.
To provide proactive sales and service management to enterprise banking customers by identifying and implementing value adding enterprise banking financial solutions from a range of standard offerings. This includes proactively managing the business bankers to sell to new and existing customers via customer visits, virtual engagements, email and telephone.
Understand market data and trends in order to identify opportunities
Track and documents sales performance daily in order to compare actual performance with performance targets.
Comply with legislative and risk management requirements as it pertains to customers.
Ensure adherence to compliance and risk management processes across regional hubs to reduce fraud.
Ensure that the regional teams complete disclosure to the customers in terms of accreditation, service fees, and commission.
Monitor and manage sales against targets by tracking all recorded sales and activity schedules for the team. This includes identifying problems, e.g. sales results and schedules differing.
Implement and manage measurement systems within the team to ensure an efficient and accurate MIS structure which needs to be maintained on an ongoing basis
Ensure adherence to compliance and risk management process to reduce fraud
Up skill staff and Acquisition Bankers within the team regarding lending and risk management.
Acts a first level escalation to address complex and escalated queries that cannot be resolved by the acquisition banker (depending on the nature of the query) or escalates queries to the Manager, Enterprise Direct
Tracks and monitors queue management activities
Migration and adoption of Enterprise Direct as a channel of choice by customers
Manage and maintain the team and individual scorecards and ensure correctness of information
Track and monitor individual productivity in the team.
To leverage and optimise resources within the team to achieve sales and service targets
Resource scheduling in order to accommodate peaks, troughs, leave and system failures
People management and development – Responsible to manage the Account Analyst and Acquisition Bankers
Clarify team roles, ensuring that clear new business sales targets are set and that resources are profiled and recruited accordingly.
Provide guidance and coaching to Acquisition Bankers regarding sales activities through effective management of the activities.
Assist the Acquisition Bankers to manage the performance and development in terms of product knowledge, pricing, contribution etc. to ensure success of team
Attend performance appraisals and manage the staff training and development plans.
Ensure a proper understanding of objectives to be met through effective communication
Minimum Qualification and Experience
Degree in Business Commerce or Finance & Accounting or related discipline.
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