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- Conduct data analysis to identify business trends, forecast revenue performance, and detect potential gaps.
- Provide strategic insights to enhance consumer sales effectiveness and business decision-making.
- Support the execution of key initiatives and projects related to Wealth Management, Lending Sales, and Alternative Distribution.
- Coordinate with internal and external stakeholders to ensure seamless implementation and adherence to project timelines.
- Identify potential revenue shortfalls and recommend proactive solutions to mitigate risks.
- Collaborate with sales teams to optimize sales strategies and improve business performance.
- Serve as a liaison between different business units, ensuring alignment on sales initiatives and campaigns.
- Facilitate communication and drive execution among product, sales, and marketing teams.
- Prepare business presentations and reports for management discussions and strategic planning.
- Support the design and execution of sales campaigns, tracking their effectiveness and optimizing results.
- Basic degree in Business, Finance, Economics, or a related field
- Minimum 2 to 3 years of experience in consumer banking, sales functions, or strategy planning roles within financial institutions
- Strong stakeholder management and communication skills
- Proficiency in Microsoft Excel for data analysis and reporting
- Strong presentation skills with the ability to prepare and deliver impactful business presentations
- Ability to manage multiple projects simultaneously and meet tight deadlines
- Conduct data analysis to identify business trends, forecast revenue performance, and detect potential gaps.
- Provide strategic insights to enhance consumer sales effectiveness and business decision-making.
- Support the execution of key initiatives and projects related to Wealth Management, Lending Sales, and Alternative Distribution.
- Coordinate with internal and external stakeholders to ensure seamless implementation and adherence to project timelines.
- Identify potential revenue shortfalls and recommend proactive solutions to mitigate risks.
- Collaborate with sales teams to optimize sales strategies and improve business performance.
- Serve as a liaison between different business units, ensuring alignment on sales initiatives and campaigns.
- Facilitate communication and drive execution among product, sales, and marketing teams.
- Prepare business presentations and reports for management discussions and strategic planning.
- Support the design and execution of sales campaigns, tracking their effectiveness and optimizing results.
- Basic degree in Business, Finance, Economics, or a related field
- Minimum 2 to 3 years of experience in consumer banking, sales functions, or strategy planning roles within financial institutions
- Strong stakeholder management and communication skills
- Proficiency in Microsoft Excel for data analysis and reporting
- Strong presentation skills with the ability to prepare and deliver impactful business presentations
- Ability to manage multiple projects simultaneously and meet tight deadlines