
Roles & Responsibilities.
Team management:
Recruit, train, coach, and motivate a team of sales or customer service representatives to achieve productivity and sales goals.
Performance monitoring:
Track team and individual performance, conduct quality assessments, and hold regular meetings or performance reviews.
Sales and operations:
Drive sales initiatives, manage the application process from lead generation to card delivery, and ensure the team stays updated on products and policies.
Customer service:
Oversee customer inquiries, resolve complaints, and engage with customers to educate them on credit card usage.
Compliance and reporting:
Ensure all team activities comply with company policies and regulatory standards, such as KYC norms, and maintain process documentation.
Team Management: Provide leadership, guidance, and mentorship to the credit card sales team. Set clear performance expectations and regularly review individual and team performance.
Sales Strategy and Planning: Develop and implement effective sales strategies and action plans to meet and exceed sales targets. Identify opportunities for growth and expansion in the credit card market.
Performance Monitoring: Monitor team performance metrics, including sales targets, conversion rates, and customer satisfaction. Conduct regular performance evaluations and provide constructive feedback to team members.
Training and Development: Conduct ongoing training sessions to equip team members with product knowledge, sales techniques, and industry best practices. Support their professional growth and skills enhancement.
Sales Support: Assist team members in complex sales situations, handle customer escalations, and collaborate with other departments to ensure seamless sales operations.
Lead Generation: Identify potential sales leads and business development opportunities. Collaborate with marketing and business development teams to drive lead generation activities.
Reporting and Analysis: Prepare regular reports on team performance, sales activities, and market trends. Analyze data to identify areas for improvement and make informed strategic decisions.
Compliance and Quality Assurance: Ensure team members adhere to company policies, sales procedures, and regulatory guidelines. Maintain high-quality standards in customer interactions and sales processes.
Team Motivation and Recognition: Recognize and reward outstanding performance, fostering a positive and motivated team environment.
Proven track record in credit card sales or financial services with at least [X] years of experience.
Previous experience in team management, demonstrating leadership abilities.
In-depth knowledge of credit card products, industry trends, and sales strategies.
Strong analytical and problem-solving skills to address challenges and make data-driven decisions.
Excellent communication and interpersonal skills to effectively lead and engage team members.
Goal-oriented mindset with a passion for driving results and achieving sales targets.
Ability to handle pressure, adapt to changing environments, and maintain a positive attitude.
Proficiency in CRM software and sales tools for managing team performance and customer data.