Looking after over all operation of Sales across the country.
Developing weekly/monthly/annual and seasonal sales targets for the department, examining growth opportunities, enabling sales improvements, product mix development, and taking responsibility for the department\'s performance against targets.
Also manages the departmental calendar in regard to trading priorities inclusive of launches, promotions, exclusives, and campaign activities for the purpose of maximizing sales opportunities.
Implementing sales strategies that further the department’s agenda and drives enhanced revenue generation for the business.
Delivers an optimized market mix relative to the core target consumers and identifies the roadmap that will lead to achievement of the department’s goals as well as the overall goals of the business.
Along with the senior sales management, creates and implements sales action plans that incorporate key actions that work to set KPI’s for the business.
Teams up with the product development departments in creating product intelligence, for example, product/brand adjacencies and affinities, display rules, conducting trend analysis, and ensuring that these are aligned to support and drive sales and conversion.
Works closely with the analytics department in processing relevant data and information, translating it into actionable strategies that drive sales and lead to achievement of targets.



 

• Looking after over all operation of Sales across the country.
• Developing weekly/monthly/annual and seasonal sales targets for the department, examining growth opportunities, enabling sales improvements, product mix development, and taking responsibility for the department\'s performance against targets.
• Also manages the departmental calendar in regard to trading priorities inclusive of launches, promotions, exclusives, and campaign activities for the purpose of maximizing sales opportunities.
• Implementing sales strategies that further the department’s agenda and drives enhanced revenue generation for the business.
• Delivers an optimized market mix relative to the core target consumers and identifies the roadmap that will lead to achievement of the department’s goals as well as the overall goals of the business.
• Along with the senior sales management, creates and implements sales action plans that incorporate key actions that work to set KPI’s for the business.
• Teams up with the product development departments in creating product intelligence, for example, product/brand adjacencies and affinities, display rules, conducting trend analysis, and ensuring that these are aligned to support and drive sales and conversion.
• Works closely with the analytics department in processing relevant data and information, translating it into actionable strategies that drive sales and lead to achievement of targets.

Enter Description

Key Responsibilities:
 Handling a team of 20 people comprises of Assistant Branch Manager, Team Leaders, Unit Head and Consultant.
 Daily Team Meeting. Motivational session. Daily activity planner.
 highly dependent on sales ability, both in the acquisition of new clients and in the pitching of investment ideas to existing clients. Serving clients, compliance and practice management are closely-intertwined.
 Handling multiple consumer products.
 Using information technology to record sales figures, for data analysis and forward planning.
 Dealing with staffing issues such as interviewing potential staff, conducting appraisals and performance reviews, as well as providing or organizing training and development.
 Ensuring standards for quality, customer service and health and safety are met.
 Resolving health and safety, legal and security issues.
 Responding to customer complaints and comments.
 Organizing special promotions, displays and events.
 Updating colleagues on business performance, new initiatives and other pertinent issues.
 Touring the sales floor regularly, talking to colleagues and customers, and identifying or resolving urgent issues.

Looking after Wealth Management - Investment , Mutual Funds, Financial Planning, Protection- Daily Sales Reporting - Client Visits - Market Analysis- Month End reporting-

Counseling clients on investment opportunities, consonant with the latter\'s needs, goals and tolerance for risk.
 The job requires keeping abreast of the financial markets, constantly monitoring the specific investments in clients\' portfolios, and being on top of new investment strategies and investment vehicles.
 Success is highly dependent on sales ability, both in the acquisition of new clients and in the pitching of investment ideas to existing clients. Serving clients, compliance and practice management are closely-intertwined.
 Analyzing and interpreting trends to facilitate planning.
 Using information technology to record sales figures, for data analysis and forward planning.
 Dealing with staffing issues such as interviewing potential staff, conducting appraisals and performance reviews, as well as providing or organizing training and development.
 Ensuring standards for quality, customer service and health and safety are met.
 Resolving health and safety, legal and security issues.
 Responding to customer complaints and comments.
 Organizing special promotions, displays and events.
 Updating colleagues on business performance, new initiatives and other pertinent issues.
 Touring the sales floor regularly, talking to colleagues and customers, and identifying or resolving urgent issues.
 Maintaining awareness of market trends in the retail industry, understanding forthcoming customer Initiatives and monitoring what local competitors are doing.

 Formulating, proposing, controlling, and implementing pricing and promotion strategies for defined segments like priority banking by Islamic Retail businesses, and coordination in partnership for Sales, Pricing, Underwriting, Product Development, and Marketing Communications.
 Transforming corporate, divisional, and departmental strategies into a defined segmental strategy, primarily for Islamic priority banking customers, and aiding requisite planning and reporting activities for apposite market segments.
 Expanding and controlling Islamic HNW segments with USPs, proper product propositions, and world-class & personalized customer service.
 Ensuring the coordination and implementation of CRMs for Islamic HNW segments.
 Presenting reports on segment strategies and performance to the management occasionally share information with the organization, elevate recognition of segment direction, consistent planning process, and prioritization of decision making and resource allocation.
 Monitoring goal setting concerning growth, profitability, and management of cost trends meant for segments and supervising and driving the process consistently to ensure accomplishment of pre-set targets.
 Piloting a cross-functional team handling sales, underwriting, pricing, product management, market research, marketing communications, and operations to devise account level and segment level strategies for reaching corporate goals.
 Acting as a Partner with Sales for selling new product offerings, formulating Business Cases for potential new products and services encompassing financials, sales, and growth projections, designed from market research and input from distribution channels.

 Identify, develop and retain profitable portfolio of Emerging Corporate customers which will help meet the individual and Unit targets.
 Seek out opportunities to actively market "New-to-Bank" relationships.
 Regularly review the market trends to identify profitable opportunities in selected segments in line with Bank's overall policy and risk appetite.
 Prepare and structure high quality proposals in line with Bank's policies and regulations.
 Take personal responsibility for the establishment and maintenance of key relationships to leverage business achievement.
 Regular review of accounts utilization to enhance utilization and ensure maximum account profitability.
 Visiting customers, conducting credit reviews and proposing appropriate recommendations.
 Regular review of available securities to ensure perfection of documentations and risk coverage at all times.
 Regular review and monitoring of accounts performance to identify areas of potential growth and/or risk.
 Adherence to applicable policies and procedures to safeguard the Bank's interests.
 Report of any discrepancies to management.
 Provide professional advice on Business Banking products and services to customers including financing and liabilities products as well as standard banking services.
 Keep aware of market trends, competitors' offerings, and latest products development.
 Administered the entire gamut of Marketing and Business Development activities within the branch.
 Steered a team of Wealth Managers and Business Executives to accomplish the monthly, quarterly, and yearly business targets.

Essential Functions:
 Client Service • Extensive communication with clients and their advisors • Ability to discuss investment performance, economic and market trends • Presentations to clients on financial and tax planning options and opportunities • Direct consultation with attorneys, accountants and other advisors on financial, tax and estate planning • Client meeting planning, facilitation and presentation. • Develop and/or deliver private wealth education sessions to clients and staff. Financial Planning • Develop a knowledge of the client’s entire financial and family situation and be able to structure a goals based investment and financial plan. • Ability to discuss estate planning and work with internal and external resources to meet estate planning goals of the client.
 Investment Management:
 Ability to establish client investment objectives including risk tolerance, asset allocation, and cash requirements • Develops an investment policy statement (IPS) with each client based on their goals, objectives and risk tolerance. Annually reviews IPS with client. • Implementation of investment plans • Translate investment policy to individual investment objectives • Monitor manager performance versus benchmarks and develops insights for clients regarding key contributors and detractors • Monitor asset allocation on a quarterly basis relative to policy and goals; evaluates need to rebalance • Reviews portfolio issues (i.e., taxes, liquidity events, capital calls, etc.) quarterly • Present alternative investment ideas to clients • Manage investment transition for new clients • Collaborates with and is accountable to the Investment Management & Research Team regarding investment strategy and client portfolio structure including, but not limited to, bringing impact/mission related investing ideas to the Manager Research team and helping to engage in due diligence on those ideas. • Provide recommendations to individuals and family foundations enabling them to fulfill their goals related to mission/impact investing • Evaluate large holdings for performance relative to the overall portfolio and plan strategies for diversification

Essential Functions:
 Client Service • Extensive communication with clients and their advisors • Ability to discuss investment performance, economic and market trends • Presentations to clients on financial and tax planning options and opportunities • Direct consultation with attorneys, accountants and other advisors on financial, tax and estate planning • Client meeting planning, facilitation and presentation. • Develop and/or deliver private wealth education sessions to clients and staff. Financial Planning • Develop a knowledge of the client’s entire financial and family situation and be able to structure a goals based investment and financial plan. • Ability to discuss estate planning and work with internal and external resources to meet estate planning goals of the client.
 Investment Management:
 Ability to establish client investment objectives including risk tolerance, asset allocation, and cash requirements • Develops an investment policy statement (IPS) with each client based on their goals, objectives and risk tolerance. Annually reviews IPS with client. • Implementation of investment plans • Translate investment policy to individual investment objectives • Monitor manager performance versus benchmarks and develops insights for clients regarding key contributors and detractors • Monitor asset allocation on a quarterly basis relative to policy and goals; evaluates need to rebalance • Reviews portfolio issues (i.e., taxes, liquidity events, capital calls, etc.) quarterly • Present alternative investment ideas to clients • Manage investment transition for new clients • Collaborates with and is accountable to the Investment Management & Research Team regarding investment strategy and client portfolio structure including, but not limited to, bringing impact/mission related investing ideas to the Manager Research team and helping to engage in due diligence on those ideas. • Provide recommendations to individuals and family foundations enabling them to fulfill their goals related to mission/impact investing • Evaluate large holdings for performance relative to the overall portfolio and plan strategies for diversification

Key Responsibilities:
 Piloted the activities handled by the Office of the President.
 Handled correspondence with the client named Saudi ARAMCO.
 Arranged the carrying out of various meetings.
 Mediated with the internal departments effectively

Key Responsibilities:
 Supervised the Business Promotion activities and Customer Services operations for the manufacturer of Surgical, Dental, and Veterinary Instruments.
 Led teams into the discovery of new Markets via various Market Surveys.