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Senior Manager, Retail Financial Services - Management Support

Income Insurance Limited
Full-time
On-site
Singapore, Singapore
Description

As the Senior Manager, Retail Financial Service Management support, you will lead a cross functional team to provide comprehensive administrative and management support to Retail Financial Services (RFS)

Sales & Service Management Support

  • Management reporting and performance tracking for Business Centres, Retail Assurance and Branch Services. 
  • Work with Group Centre Managers/Group Branch Managers in ensuring individual clusters’ performance KPIs/objectives are met. 
  • Plan tacticals/campaigns to drive sales KPIs. 
  • Conduct annual review of sales incentive scheme, sales and service performance indicators/KPIs. 
  • Facilitate and organize sales and service meetings for Business Centres and Branch Services. 
  • Plan and organize bonding events and activities. 
  • Undertake annual budgeting and expenses review. Proactive management of expenses and accruals for the department. 

Sales Activity Management 

  • Drive leads conversion and identify opportunities for better leads conversion via leads campaign or tactical. 
  • Manpower Planning – proactively manage sales and service headcount, recruitment and related resource matters, i.e. attrition, onboarding. 
  • Plan and organize sales forum/convention trips for the Business Centre and Retail Assurance. 
  • Plan and map out roadshows and events for both Business Centre and Retail Assurance. This entails working with internal and external stakeholders. 

Sales Compliance Audit 

  • Risk and Compliance representative for the department. Required to take the lead in building a robust and sales compliant culture within RFS. Inculcate good selling behaviors amongst advisors and managers within the channel. 
  • Work with stakeholders to address gaps in compliance or audit matters. . 

People Development 

  • Work with internal stakeholders i.e. HR / Distribution Talent Centre to map out training curriculum for advisors and managers. 
  • Review annual learning budget for department. 
  • Work with internal stakeholders to conduct regular reviews of progression path for sales and service roles. 

Requirements

  • Minimum 8 to 10 years’ proven experience in handling Channel sales and Performance Management, Branch Operations, Compliance and Training. 
  • Proficiency in MS Office and PowerPoint. 
  • Conversant in MAS’ guidelines and regulatory requirements pertaining to Fair Dealing, PDPA, branch operations and customers service etc 
  • Effective Presentation Skills and good understanding of management practices. 
  • Proven track record in leading teams and demonstrated ability in managing stakeholders both internal and external.


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