To execute all Sales Operations that would help free the sales team to focus on targeting new customers or managing existing customers. Sales Operations will manage regional requests, manage queue, communicate with Cross functional teams to support Sales effectively.

Support NB, RM & Broker Teams:

 

• Prepare request for quotations for pricing team
• Prepare proposals and contracts
• Process CRM tasks
• Ensure effective management of requests in queue.
  
   

Reporting & communicating:

 

• Ensure effective communication to sales on different reports such as flagging and collection report etc.
• Data management (data accuracy, data collection, data extracting and data completion) for the department and business needs.
• Problem solving and root cause analysis with recommendation on solutions for day-to-day sales activities.
• Ensure effective communication with cross functional departments.
• Follow up on the end-to-end process with operations to ensure policy activation
  
   

Quality:

 

• Measure operational quality and RM / AM satisfaction through designed quarterly surveys.
• Ensure data accuracy and information governance.
• Measure and implement problem resolution with accuracy ensuring minimal error in execution
  
   

Skills

 

• Computer skills
• Microsoft office
• Ability to multitask
• Ability to meet tight deadlines
• Work under pressure