Team Lead, Branch Sales at Express Resource Connect

Express Resource Connect is a strategic consulting firm dedicated to empowering professionals to unlock their full potential and advance their careers with confidence. Our mission is to provide innovative, results-driven training and coaching solutions that help individuals effectively position themselves in the job market and clearly articulate their unique value to employers.

We are recruiting to fill the position below:

Job Title: Team Lead, Branch Sales 

Location: Lagos

Job Summary

• The Team Lead Branch Sales Officer (BSO) is responsible for driving sales and revenue growth by promoting financial products and services within the branch.
• As a Team Lead, this role involves supervising the sales team, setting targets, monitoring performance, and providing guidance to ensure goals are met.
• The Team Lead BSO fosters collaboration, motivates staff, and enhances customer satisfaction while contributing to the branch's overall growth and reputation.

Role Responsibilities
Sales and Business Development:

• Lead the branch sales team to achieve individual and collective sales targets for financial products such as loans, savings accounts, insurance, and investments.
• Develop strategies for the team to acquire new business, ensuring alignment with branch objectives.
• Provide guidance and mentorship to team members in identifying potential customers and engaging with walk-in clients to promote financial products and services.
• Support team members in cross-selling financial products tailored to customer needs, fostering a holistic service approach.
• Collaborate with branch management and other teams to identify and develop new business opportunities.
• Identify potential customers and develop strategies to acquire new business in line with branch objectives.

Customer Relationship Management:

• Build strong and lasting relationships with customers by understanding their financial goals and providing tailored solutions.
• Oversee the team’s efforts to build strong and lasting relationships with customers by understanding their financial goals and providing tailored solutions.
• Monitor the team’s performance in delivering exceptional customer service and resolving client concerns to enhance satisfaction and loyalty.
• Provide exceptional customer service and resolve queries or concerns to enhance customer satisfaction and loyalty. 

Market and Product Knowledge:

• Ensure the team stays updated on the latest financial products, services, and industry trends to better serve clients.
• Lead the team in understanding the competitive landscape and adapting sales strategies to local market needs.
• Encourage proactive monitoring of market conditions and customer preferences to adjust approaches as needed.

Sales Reporting and Administration:

• Review and consolidate team sales reports (daily, weekly, monthly) and submit them to management with actionable insights.
• Organize regular meetings with the team to share best practices, strategies, and insights to boost performance.
• Work with branch management to analyze team sales performance and recommend strategies for improvement. 
• Collaborate with branch management to analyze sales performance and make recommendations for improvements.

Compliance and Risk Management:

• Adhere to all relevant regulatory guidelines, company policies, and ethical standards while selling financial products.
• Ensure the team adheres to all regulatory guidelines, company policies, and ethical standards when selling financial products.
• Provide oversight to guarantee that required documentation is completed accurately and submitted on time.
• Monitor and address potential risks related to product offerings, customer concerns, or compliance within the team.

Collaboration and Teamwork:

• Foster collaboration within the branch by coordinating efforts between the sales team, customer service, and back-office teams.
• Organize regular meetings with the team to share best practices, strategies, and insights to boost performance.
• Encourage team participation in branch meetings and training sessions to improve skills and stay updated on company developments.
• Create and execute workforce plans and organizational development strategies, in support of the company’s business strategy and operational objectives.
• Provide advice and guidance on performance management including leadership development, accelerated development, succession planning, coaching talent reviews, and terminations.

Job Requirements

• A Bachelor’s Degree in Business, Finance, Economics, or a related field. (Master’s Degree or relevant certifications like CFP, CFA are a plus).
• Experience: 5 - 7 years of experience in sales or business development within the financial services industry, preferably in a branch or retail banking environment.
• Strong sales and negotiation skills with a proven track record of meeting or exceeding targets.
• Excellent communication and interpersonal skills, with the ability to build relationships with diverse customers.
• Ability to identify customer needs and recommend the most suitable financial products.
• Strong organizational and time management skills, with the ability to manage multiple priorities effectively.
• High level of attention to detail and commitment to maintaining compliance with regulatory standards.
• Adaptability to a fast-paced and evolving financial environment.
• Ethical and professional behaviour always, with a commitment to company values and customer service excellence.

Our Benefits

• We offer a wide range of employee benefits including competitive compensation package, robust rewards package, retirement benefit and tools designed to help you in building a sound financial future and flexible work arrangement.

Application Closing Date
30th April, 2025.