SME Banking - Manager (Business Transformation)

Hong Leong Bank; Kuala Lumpur; On-site; MYR 90,000 - 130,000; Full time

Job summary

Hong Leong Bank in Malaysia seeks a Senior Business Insights Specialist within the SME Banking Transformation team. You will measure, track, report, and analyze sales performance, and propose changes to KRAs to drive revenue and customer satisfaction.

Collaborate with Product, Sales, Analytics, CRM, and Compliance to deliver data-driven campaigns, set KPIs, provide periodic performance reviews, and manage campaigns from planning to production.

Qualifications

• Requires Malaysian citizenship and at least a Bachelor's/Graduate degree in Finance, Banking, or Business fields.
• Minimum 8 years' experience in Sales management or consulting within financial services.
• Strong presentation, communication, and numerical analysis skills.
• Proficiency with MS Office, especially Excel and PowerPoint.

Responsibilities

• Plan and execute SME campaigns to grow market share and cross-sell.
• Collaborate with Product, Sales, Analytics, CRM, and Compliance to deliver data-driven campaigns and enable RM targets.
• Set campaign objectives and KPIs (leads, conversion, revenue, NIM impact).
• Provide regular sales performance reporting and productivity tracking for period reviews.
• Coordinate projects from planning through production within time and budget.

Skills

Presentation skills

Data analysis

Excel & PowerPoint

Campaign planning

Sales management

Education

Bachelor's degree in Finance/Accountancy/Banking/Business Studies/Management

Tools

MS Excel

PowerPoint

Outlook

Word

Job description

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

Overview

As part of the SME Banking Business Transformation team, you will be responsible for measuring, tracking, reporting and providing analysis on the sales teams' performance. This role is impactful as its objective would be to propose and make fundamental changes in the sales teams' KRA to drive sales and improve customer satisfaction. This role reports to the Head of Business & Corporate Banking (Business Transformation - SME).

Key Responsibilities and Accountabilities

Business Development & Campaign Strategy

• Responsible for planning and executing SME campaigns within SME Banking to grow market shares, promote cross selling and improve P&L as well as client engagement across SME segments.
• To seamlessly align with key internal units—including Product, Sales, Analytics, CRM, and Compliance to deliver data-driven campaigns and enable Relationship Managers to achieve business targets
• Set campaign objectives and KPIs (e.g., leads, conversion rate, cross-sell rate, revenue, NIM impact).
• Develop and manage campaign calendars aligned with product launches and seasonal trends
• Provide weekly, monthly, quarterly and YTD sales performance and productivity tracking, using this to facilitate SME Areas' Periodical sales performance review.

Engagement & Planning

• Working closely with the BIAU and LOS team on the provision of data and reports for the sales campaign, awards purpose and KRA setting.
• Analyze RM portfolios to uncover cross-sell and upsell opportunities.
• Plan, budget, oversight and implement projects through to production – coordinate deliverables from internal specialists, business consultants, technical consultants and vendors – ensuring that projects are delivered on time, within budget and scope.
• To assist with the customer portfolio analysis and review, for the purpose of budgeting purpose for both SME Areas and branches.

Jobholder Requirements

Requirements Malaysian Citizen Education/Qualification Candidate must possess at least a Bachelor's Degree, Post Graduate Diploma, Professional Degree, Finance/Accountancy/Banking, Business Studies/Administration/Management or equivalent.

Experience Minimum 8 years’ experience in similar industry and/or consulting with a proven track record in Sales Management.

Excellent presentation and communication skills, able to effectively convey complex information at all levels. Detailed with numbers, reporting and analysis.

Strong working knowledge of MS Office products – Outlook, Word, Excel and PowerPoint; expert/advance level in both Excel and PowerPoint.

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.

Hong Leong Bank (“HLB”) stands proudly as a leading financial services institution based in Malaysia, providing a wide range of comprehensive and innovative financial solutions across the region. These services are delivered through both digital and traditional means, via online and mobile banking, as well as our digital branch concept to provide customers with an efficient and seamless experience aided by technology. As the service and financial landscape changes rapidly with the ever-increasing use of technology, staying attuned to customers needs and desires becomes even more critical to HLB’s operations. To stay ahead of these dynamic changes, the Bank has adopted the approach of reimagining banking by embedding digital considerations and customer centricity in every aspect of our operations, from products and services as well as customer care and engagement. HLB’s ethos of being Digital-At-The-Core powered by customers-at-the-forefront will continue to lead us to innovate offerings in line with our aspiration of being a highly digital and innovative financial services organization.