Manager, Sales Perf Mgmt Specialist, PFS

United Overseas Bank; Kuala Lumpur; On-site; MYR 70,000 - 90,000; Full time

Job summary

A leading bank in Asia seeks a professional to develop business and strategic plans, monitor sales performance, and ensure compliance among staff. Responsibilities include designing tactical campaigns to boost sales, providing sales activity tracking tools, and conducting training workshops. The candidate should be an effective communicator and possess strong analytical skills. Join a company that values diversity and inclusion in the workplace.

Responsibilities

• Provide management with sales performance measurement and analysis.
• Design and coordinate portfolio management strategies.
• Monitor and report on non-performing staff's achievements.
• Implement sales activities tracking tools.
• Design tactical campaigns to boost sales.
• Update compliance guidelines to ensure staff awareness.
• Conduct train-the-trainer workshops for sales incentives.

Job description

United Overseas Bank Limited (UOB) is a leading bank in Asia with a global network of more than 500 branches and offices in 19 countries and territories in Asia Pacific, Europe and North America. In Asia, we operate through our head office in Singapore and banking subsidiaries in China, Indonesia, Malaysia and Thailand, as well as branches and offices. Our history spans more than 80 years. Over this time, we have been guided by our values – Honorable, Enterprising, United and Committed. This means we always strive to do what is right, build for the future, work as one team and pursue long‑term success. It is how we work, consistently, be it towards the company, our colleagues or our customers.

Job Description

Business and Strategic Planning

• Provide management with: Sales Performance Measurement Matrix; Revenue & Product Achievement Analysis / Penetration Analysis; for the purpose of assessing each team/branch or region's strengths and weaknesses in order to develop appropriate business and strategic plan for each region with different nature.
• To coordinate with R&DM and SH for the design and development of Portfolio management strategy which includes Data Capturing and Cleansing; Portfolio / Customer Analysis etc in order to achieve the objectives of increase NTB, AUM and Profitability.
• Provide league table on single product achievement & overall achievement for each staff, team/branch, region & channel.
• Monitor the achievement of non‑performing staff, and report to management on their progress monthly.
• Provide sales activities tracking tools and monitor to ensure sales activities are implemented as planned within budget, and expected leads / sales closure are met.
• Design & implement tactical campaigns for respective channels or products to boost sales & assist the management in ensuring the budget are met.
• Develop and continuously improve the online system for performance management, sales analysis & auto‑computation of commission.
• Monitor & ensure staffs are certified to sell their various core products.
• Update and reinforce sales compliance guidelines to ensure staff awareness e.g. mis‑selling, conflict of interest, etc.
• Conduct train‑the‑trainer workshop and provide training tools & calculator on incentive schemes.

Sales Performance Management

• Provide league table on single product achievement & overall achievement for each staff, team/branch, region & channel.
• Monitor the achievement of non‑performing staff, and report to management on their progress monthly.
• Provide sales activities tracking tools and monitor to ensure sales activities are implemented as planned within budget, and expected leads / sales closure are met.
• Design & execute tactical campaigns for respective channels or products to boost sales & assist the management in ensuring the budget are met.
• Develop and continuously improve the online system for performance management, sales analysis & auto‑computation of commission.

Sales Compliance

• Monitor & ensure staffs are certified to sell their various core products.
• Update and reinforce sales compliance guidelines to ensure staff awareness e.g. mis‑selling, conflict of interest, etc.
• Conduct train‑the‑trainer workshop and provide training tools & calculator on incentive schemes.

Service KPI

• Design & implement the KPIs for PFS Sales.
• Provide monthly update on the Service KPIs.

Sales & Service Compensation

• Design & implement the Sales & Service Incentive Scheme, for the purpose of motivating the sales & service team & assist the management in ensuring the budget are met.
• Ensure accuracy and timely payment of the various incentive schemes and campaigns.

Additional Requirements

Be a Part Of the UOB Family

UOB is an equal opportunity employer. UOB does not discriminate on the basis of a candidate's age, race, gender, color, religion, sexual orientation, physical or mental disability, or other non‑merit factors. All employment decisions at UOB are based on business needs, job requirements and qualifications. If you require any assistance or accommodations to be made for the recruitment process, please inform us when you submit your online application.

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