Team Lead, Branch Sales at Express Resource Connect

Job Title: Team Lead, Branch Sales 

Job Summary

• The Team Lead Branch Sales Officer (BSO) is responsible for driving sales and revenue growth by promoting financial products and services within the branch.
• As a Team Lead, this role involves supervising the sales team, setting targets, monitoring performance, and providing guidance to ensure goals are met.
• The Team Lead BSO fosters collaboration, motivates staff, and enhances customer satisfaction while contributing to the branch’s overall growth and reputation.

Role Responsibilities
Sales and Business Development:

• Lead the branch sales team to achieve individual and collective sales targets for financial products such as loans, savings accounts, insurance, and investments.
• Develop strategies for the team to acquire new business, ensuring alignment with branch objectives.
• Provide guidance and mentorship to team members in identifying potential customers and engaging with walk-in clients to promote financial products and services.
• Support team members in cross-selling financial products tailored to customer needs, fostering a holistic service approach.
• Collaborate with branch management and other teams to identify and develop new business opportunities.
• Identify potential customers and develop strategies to acquire new business in line with branch objectives.

Customer Relationship Management:

• Build strong and lasting relationships with customers by understanding their financial goals and providing tailored solutions.
• Oversee the team’s efforts to build strong and lasting relationships with customers by understanding their financial goals and providing tailored solutions.
• Monitor the team’s performance in delivering exceptional customer service and resolving client concerns to enhance satisfaction and loyalty.
• Provide exceptional customer service and resolve queries or concerns to enhance customer satisfaction and loyalty. 

Market and Product Knowledge:

• Ensure the team stays updated on the latest financial products, services, and industry trends to better serve clients.
• Lead the team in understanding the competitive landscape and adapting sales strategies to local market needs.
• Encourage proactive monitoring of market conditions and customer preferences to adjust approaches as needed.

Sales Reporting and Administration:

• Review and consolidate team sales reports (daily, weekly, monthly) and submit them to management with actionable insights.
• Organize regular meetings with the team to share best practices, strategies, and insights to boost performance.
• Work with branch management to analyze team sales performance and recommend strategies for improvement. 
• Collaborate with branch management to analyze sales performance and make recommendations for improvements.

Compliance and Risk Management:

• Adhere to all relevant regulatory guidelines, company policies, and ethical standards while selling financial products.
• Ensure the team adheres to all regulatory guidelines, company policies, and ethical standards when selling financial products.
• Provide oversight to guarantee that required documentation is completed accurately and submitted on time.
• Monitor and address potential risks related to product offerings, customer concerns, or compliance within the team.

Collaboration and Teamwork:

• Foster collaboration within the branch by coordinating efforts between the sales team, customer service, and back-office teams.
• Organize regular meetings with the team to share best practices, strategies, and insights to boost performance.
• Encourage team participation in branch meetings and training sessions to improve skills and stay updated on company developments.
• Create and execute workforce plans and organizational development strategies, in support of the company’s business strategy and operational objectives.
• Provide advice and guidance on performance management including leadership development, accelerated development, succession planning, coaching talent reviews, and terminations.

Job Requirements

• A Bachelor’s Degree in Business, Finance, Economics, or a related field. (Master’s Degree or relevant certifications like CFP, CFA are a plus).
• Experience: 5 – 7 years of experience in sales or business development within the financial services industry, preferably in a branch or retail banking environment.
• Strong sales and negotiation skills with a proven track record of meeting or exceeding targets.
• Excellent communication and interpersonal skills, with the ability to build relationships with diverse customers.
• Ability to identify customer needs and recommend the most suitable financial products.
• Strong organizational and time management skills, with the ability to manage multiple priorities effectively.
• High level of attention to detail and commitment to maintaining compliance with regulatory standards.
• Adaptability to a fast-paced and evolving financial environment.
• Ethical and professional behaviour always, with a commitment to company values and customer service excellence.

Our Benefits

• We offer a wide range of employee benefits including competitive compensation package, robust rewards package, retirement benefit and tools designed to help you in building a sound financial future and flexible work arrangement.

Application Instructions:

The application deadline is 30th April, 2025. Therefore, Qualified and interested candidates can: “CLICK HERE TO SUBMIT APPLICATION”. It is important to visit the official website (link found below) for detailed information on how to apply successfully for this vacancy.

Website:
Official Job Website:  https://express-resource.com/