Treasures Portfolio Counsellor, Consumer Banking Group
Core
Coach and develop Team Relationship Managers (TRMs) to drive sales performance, formulate sales strategies, and ensure compliance within the consumer banking sector.
Role type
Senior IC sales management and business development
Builds
Sales strategies, customer engagement models, and TRM competency
Domain
Consumer Banking
Required skills
Sales management, business development, coaching, needs-based selling, sales strategy formulation, compliance enforcement, regulatory adherence, team development, product knowledge training, performance analysis
Preferred skills
CFP designation, CFA designation
Technologies
DBS systems, TOM (customer engagement model)
Responsibilities
Coach TRMs on sales performance and needs-based selling; Assist in formulating and implementing sales strategies; Upscale product knowledge and soft skills of TRMs; Reinforce compliance standards and regulatory requirements; Conduct workshops on product knowledge and selling skills; Evaluate TRM performance and provide targeted coaching.
Seniority
Senior, hands-on IC