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Manager - Personal Financial Services (Branch Sales Analytics)
Hong Leong
placeHLT-Hong Leong Tower
Posted on Hong Leong website on 25 Jun 2024 (10 months ago)
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If you are looking to excel and make a difference, take a closer look at us…

If you are looking to excel and make a difference, take a closer look at us…

The Branch Sales Analytics's key responsibility is to perform sales planning function which covers sales performance tracking and MIS / analytics, sales initiatives/projects conducted by Management from time to time in relation to branches in alignment to business goals and objectives

Sales & Service

  • Facilitating the preparation of periodical reporting requirements to support the business growth which covers: Monthly business analysis and reporting pack.

  • Facilitating the formulation and preparation of the annual budget as well as the periodical projections / forecast for Monthly meetings & HO meetings.

  • Tracking of sales performance, dashboard & productivity; providing trend analysis to give value to RCMs for actions

  • - Sales performance & productivity, Branch profitability

    - Resources planning (staff capacity), BM / CSOM vacancies, Sales Staff headcount update on recruitment / resignation

  • Set-up meeting for General Manager and Regional Community Managers.

  • Prepare meeting agenda and presentation material for RCM meeting.

  • General administrative work including staff annual & other leave, expenses claims & payments to caterer and coordinate/monitor office expenses in term of purchases, stocks and payments (e.g. photocopy papers, stationery) and etc.

  • To carry out any other duties directed by the superior from time to time.

  • Any other task / ad-hoc project/activities deemed necessary

  • Working alongside Business to provide input and support on sales campaigns to boost sales,

  • Perform Management reporting (periodical and ad-hoc)

Managerial

  • Creating a conducive working environment among team members

  • Embedding open communication, transparency & fairness

  • Exhibiting responsible behavior and providing highest standards of professional etiquette

  • Seeking continuous learning opportunity and improvement in product and operations knowledge to enhance job skills and competency or also via job rotation / new assignments

Requirements

Education/Qualification

  • Malaysian citizen

  • Undergraduate degree or equivalent in Finance/Mathematics/Economics/Business/Engineering preferred

Experience

  • Minimum 5 years of experience in business with proven experience in data analytics.

  • Good Understanding of Credit Risk Management and Decision Science / Analytics will be an added advantage.

Special Skills

  • Basic banking knowledge

  • High level of integrity and accountability

  • Excellent service mindset and communication skills and cross selling skills

  • Professional appearance and courtesy

Certification/Licensing Requirements (optional)

  • FIMM / UT license

  • PCE & TBE license

About Hong Leong Bank

We are a leading financial institution in Malaysia backed by a century of entrepreneurial heritage. Providing comprehensive financial services guided by a Digital-at-the-Core ethos has earned us industry recognition and accolades for our innovative approach in making banking simpler and more effortless for our customers. Our digital and physical offerings span across a vast nationwide network in Malaysia, strengthened with an expanding regional presence in Singapore, Hong Kong, Vietnam, Cambodia, and China.

We seek to strike a balance between diversity, inclusion and merit to achieve our mission of infusing diversity in thinking and skillsets into our organisation. Candidates are assessed based on merit and potential, in line with our mission to attract and recruit the best talent available. Expanding on our “Digital at the Core” ethos, we are progressively digitising the employee journey and experience to provide a strong foundation for our people to drive life-long learning, achieve their career aspirations and grow talent from within our organisation.

Realise your full potential at Hong Leong Bank by applying now.

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Hong Leong Bank Berhad is a major public listed banking group in Malaysia.
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