Job Description

Description Primary Objective: Serving trustees retail customers by developing and providing best in class products and services Management of agents and business partners to ensure high quality standards and enhanced customer experience Optimise existing end-to-end customer journeys and improve the customer experience. Ensure consistency in journey design when multiple squads impact the same customer journey Key Responsibilities: Optimize existing end to end customer journeys and improve the customer experience Tracking of agents sales performance for agent\'s KPI monitoring and onward communication with agents Management of agents including product knowledge, form filling, checking of form submission, trust structuring and promotion of RHBT products and services Joint fieldwork with agents to assist in closing the deal which include consultation with potential client especially if it is a high profile case or in the event the agent has yet to familiarize RHBT products and services Management of business partners, ie . insurance/takaful operator, Financial Advisory company, Banks. Supporting them on training, joint fieldwork and roadshows Provide coaching and advice to squad members Management of hiring of quality agents and business partners Monitoring of sales performance and KPIs of agents Providing good support and assistance to business partners Liaising with internal and external stakeholders to perform business effectively Follow up with direct clients by providing necessary services i.e. consultation, proposal, form filling etc. Participate in roadshows organized with internal stakeholders or collaborative partners Monitoring of campaign activities to increase the sales of products and services Development or enhancement of new products and services to further complete product offerings Provide training on products to new and existing agents, including preparation of training materials Support Squad Lead to ensure alignment to journey vision and key goals Together with Squad Lead, plan for operationalization and scaling up developed solutions Bring product related and frontline process and customer related knowledge to the team Ensure delivery of journey against budget Test prototypes with customers Responsible for collating data, interviews customers, and conducting research to support design and enhancements to journey Requirements Requirements: Presentation & communication skills Stakeholder management & engagement Planning skills Design thinking Able to empower teams & make decisions effectively Ability to delegate work effectively Well informed on the developments in the relevant domain Understanding of key bank processes Good problem solving and analytical skills Innovative and creative thinking Ability to communicate with various levels across the organization (i.e., senior leadership, etc.,) Ability to collaborate with squad members & Squad Leads Benefits Dental, Education support, Miscellaneous allowance, Medical, Loans, Sports (e.g. Gym), Parking, Vision, Regular hours, Mondays - Fridays, Casual Business Wear, Performance Based Rewards

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