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In International Wealth and Premier Banking we serve 41 million customers globally, including 6.7 million who are international, from retail customers to ultra high net worth individuals and their families. We help our customers look after their day-to-day finances and manage, protect and grow their wealth. Retail Banking plays a crucial role in executing the International Wealth and Premier Banking strategy, providing strategic advice, frameworks and guidance to markets, that ensure all customer journeys, products and services are sustainable, inclusive and built with customers at the heart. Retail Banking brings together a united retail business, made up of the following global teams: Segments, Retail Products, Shared Services Contact Centre, Distribution and Enablers spanning Customer Experience, Marketing, Data and Analytics, Business Architecture, Sustainability and Inclusion for International Wealth and Premier Banking.
Principal Responsibilities:
This is an existing IWPB role that will be a key member of the Digital Sales team, reporting to the Digital Sales Manager. One of the five strategic priorities for IWPB is to accelerate Digital Transformation to deliver a ‘Bank in Your Pocket’; IWPB has 38m customers globally but less than 60% of these customers are active users of digital or mobile channels. The Digital Sales team will be accountable for growing usage of digital channels for all existing and new to bank and customers.
The Assistant Digital Sales Manager will actively support the implementation of effective digital sales strategy and journey transformation outlined below:
Accountable for Digital sales and revenue targets across wealth retail products through digital channel.
Support Sales Manager to lead the execution of the digital sales strategy, digital journey optimization, enhanced digital proposition, customer awareness and acquisition efficiency to deliver the IWPB strategy.
Responsible to lead commercialization of digital journeys available across branch and digital channel, enable the digital straight through and assisted acquisition strategy, manage the sales funnel to increase customers’ conversion (visit to submission and sales conversion).
Collaborate with Data, Marketing, Product and Distribution colleagues to drive digital sales through strategic campaigns or transformative enhancement.
Benchmark digital sales performance and processes against industry best practice; propose capability and/or process solutions to improve sales and conversion.
Perform sales funnel analysis to identify growth opportunities and translating it to executable strategy. Collaborate with stakeholders to drive the positive change
Plan execute sales activities, develop relevant customer communication materials to cross-sell and upsell whilst adhering to the regulatory and internal guideline.
Monitor KPIs with day-to-day reporting, collaborate closely with global and local business stakeholders, risk compliance, content management teams and etc. To plan, design, develop, test and launch relevant initiative on our public website, mobile and online banking channels.
To be successful the individual must be passionate about creating a digital first mind-set among all physical channels, as well as be exceptional at complex problem solving and change delivery.