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Business Planning, Management, Performance and Execution
- Implementing strategies for securities agency sales, plan to bring in new business and clients; to achieve its annual KPIs and targets, and long-term financial and non‑financial targets
- Manage, drive, and track the sales performance of CDRs and MRs (acquisition & activation) as a key distribution channel to promote AHIB's products and services (equity and derivatives); and contribute to branch profitability via sales or cross‑selling of the Group's products and services to retail clients
- Ensure effective distribution of products and services to clients (both existing and new) in order to achieve the overall business objectives and grow the Retail Business, including:
- Mediation of business collaborative sales and referrals amongst CDRs and MRs
- Giving feedback (inputs and criticisms) to improve AHIB's product and services
- Promote collaboration with other departments within the Group
- Build strategic key relationships (internally & externally)
- Other initiatives to drive and sustain performance
CDR and MR Expansion, Development and Growth
- Implementing the strategy in the expansionary, development, and growth initiatives of CDRs and MRs, in order to remain competitive within the industry, including:
- Recruitment, and setting clear and measurable sales targets
- Implementation of experiential learning and sales trainings
- Ensuring constant exposure to sales opportunities
- Effective risk management on clients’ exposures
- Reinforcing AHIB’s high‑performance work culture
- Fostering of AHIB's core values
- Other suitable initiatives to drive and sustain profitable growth
Regulatory Compliance and Adherence
- Ensure compliance with all regulatory requirements, as well as compliance requirement with AHIB’s policies and procedures, including establishing and maintaining robust business operating controls.