Key Responsibilities:
Process & System Automation
- Lead development, automation, and ongoing maintenance of sales governance systems and workflows.
- Drive digitisation to improve efficiency, transparency, and auditability of sales governance activities in Sales Advisory Process, Sales Supervision & Validation and ongoing development of sales representatives and supervisors
- Partner with Sales, Risk, Compliance, Training, and Technology teams to ensure alignment and effective execution.
Sales Advisory Process
- Design and govern end‑to‑end sales advisory processes, including needs analysis, product suitability, disclosures, and documentation.
- Ensure consistent implementation of advisory standards across all sales channels through the sales advisory tool
Sales Supervision & Validation
- Support in the development supervisory and validation frameworks, including quality assurance and post‑sales reviews.
- Monitor and analyse sales conduct trends to identify gaps and drive continuous improvement.
Coaching & Sales Capability
- Support in automating the governance standards for coaching, performance management, and ongoing development of sales representatives and supervisors
- Embed structured coaching frameworks and track effectiveness through defined metrics and tools in development of the tool.
