Team Leader

Job Overview

The Team Leader position involves leading, inspiring, and managing a group of Sales Executives dedicated to securing new credit card customers. The leader must ensure achievement of sales targets, maintain compliance with banking rules and company policies, uphold high productivity, and provide outstanding customer service to enhance team performance.

Key Responsibilities

• Direct and motivate a sales team while supervising their daily task allocations and sales territories.
• Oversee attendance, discipline, and overall productivity of team members.
• Organize daily meetings, provide coaching and performance evaluations.
• Support onboarding and practical training for new team members.
• Develop and implement strategies to achieve monthly to annual sales goals, enhance customer acquisition, and expand market reach.
• Spot new business prospects via fieldwork, corporate engagements, and referrals.
• Monitor and optimize sales activities and lead conversions to ensure quality and reduce application rejections.
• Track individual and team performance against KPIs and analyze sales data to identify areas for improvement.
• Create and execute corrective plans for underperforming staff.
• Prepare daily, weekly, and monthly reports for management review.
• Guarantee compliance with banking policies, regulatory requirements, and ethical sales procedures.
• Validate accuracy of documents before submission and ensure confidentiality of customer information.
• Manage customer escalations professionally and maintain excellent relationships with clients and bank personnel.
• Collaborate with Operations, Credit Processing, and Relationship Managers to follow up on application statuses and documentation issues.
• Ensure timely and proper submission of sales documents.

Qualifications and Skills

• Possession of a Bachelor's Degree or Diploma is preferred.
• Certification in Sales or Banking is a plus.
• Proven leadership and team management capabilities.
• Strong sales acumen and negotiation skills.
• Familiarity with banking products and thorough understanding of KYC and compliance regulations.
• Excellent verbal communication and presentation skills.
• Analytical mindset with effective problem-solving skills.
• Proficiency with Microsoft Office Suite including Excel, Word, and PowerPoint.
• Ability to perform under pressure and meet challenging sales targets.