Thursday, February 18, 2016

Premium Sales Channel Coacher - Retail Segments Management Department


Responsible for increasing Premium Relationship Managers performance for sales and service parameters:

• Design clear sales and service activity through preparation of daily, monthly and weekly plans for every Premium RM, based on portfolio composition, market potential and priorities of the branch;


• Actively working with Relationship Managers and Branch Managers to ensure execution of the plans/activities, certainty of the sales activity and monitoring of performance;


• Participate during coaching sessions between Branch Manager and Premium Relationship Manager and contribute with feedback for performance results and activities performed;


• Provide on job training and coaching for portfolio management, financial advisory, loan applications, Premium products knowledge, sales and processing;


• Participate in delivering full training packages (Wave 1, Wave2, etc);


• Assure on-time feedback HO – Branches and vice versa regarding Premium model and Premium products to assure the right implementation. Gather customer feedback on satisfaction and continuously report to Branch manager and to Premium Segment.


• Leverage x-sell opportunities in branches with Micro, SE segments, monitor and, report results.



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