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Job Post Details
Job details
Job type
- Full-time
Location
Full job description
Key Responsibilities:
1. Team Leadership & Coaching
Supervise and support a team of client onboarding and sales representatives.
Conduct regular training, mentoring, and performance evaluations to build a high-performing team.
Monitor daily activities and ensure alignment with company goals and client satisfaction standards.
2. Sales & Target Management
Set individual and team sales targets in coordination with upper management.
Track performance metrics and drive team members to meet and exceed targets.
Identify opportunities for growth in assigned territories and suggest strategies accordingly.
3. Operational Oversight
Ensure 100% completion of client documentation and adherence to onboarding protocols.
Conduct spot checks and audits to verify accuracy and compliance in client files and reporting.
Ensure team adherence to location schedules, timekeeping, and company conduct standards.
4. Reporting & Compliance
Review and consolidate daily reports from team members, ensuring accuracy and timely submission.
Monitor compliance with regulatory requirements and company policies in all field activities.
Escalate risks, operational gaps, or misconduct to management as necessary.
5. Field Engagement & Problem Solving
Join field visits periodically to support team activities, address client escalations, and identify real-time challenges.
Provide frontline feedback to improve processes, tools, and customer experience.
Serve as a role model for professional behavior and client interaction quality.
Key Performance Indicators (KPIs):
Team target achievement rate (monthly/quarterly).
Document accuracy and compliance score.
Team punctuality and schedule adherence.
Client satisfaction and complaint resolution time.
Accuracy and timeliness of reporting.
Qualifications & Experience:
Bachelor's degree in Business, Finance, or related field.
2–4 years of experience in sales supervision, preferably in financial services or consumer finance.
Proven track record of achieving sales targets and managing field teams.
Skills & Competencies:
Leadership and team management
Sales planning and execution
Excellent communication and interpersonal skills
Attention to detail and compliance mindset
Problem-solving and decision-making abilities
Proficiency in MS Office and sales reporting tools