- The Team Lead, Retail Sales is responsible for executing and managing retail sales strategies aimed at acquiring, retaining, and growing ARM's retail client base across investments, stockbroking and estate planning services.
- The ideal candidate will oversee both digital and physical client acquisition channels with focus on a scalable, digital-first retail strategy, driving sales performance, and providing leadership to the retail sales team.
- The role requires a strong understanding of investment products, stockbroking and estate planning, customer engagement, digital tools, and retail sales team development.
Sales & Business Development
- Leverage digital marketing, social media, automation tools, and platform engagement to attract and convert retail prospects.
- Implement tactical retail sales strategies to acquire and grow the retail client base.
- Drive client onboarding, cross-selling, and portfolio growth across target segments.
- Support the achievement of Assets Under Management (AUM) and revenue targets.
- Lead retail sales activities through digital platforms and physical channels (e.g., field agents, partners, and relationship managers) with the aim of constantly increasing the ration of digital conversions relative to physical acquisitions.
- Ensure alignment between digital and traditional teams to deliver a consistent client experience.
- Promote usage of digital tools and platforms to enhance acquisition and servicing.
Team Supervision & Development
- Lead, supervise, and motivate retail sales officers and agents to meet performance targets.
- Provide coaching, feedback, and performance tracking for the team.
- Ensure adequate training and development of team members to enhance capabilities
Client Engagement & Support
- Ensure excellent client service delivery and quick resolution of client-related issues.
- Track and manage customer feedback to inform service improvements.
- Drive customer retention through segmentation and personalized engagement.
Collaboration & Execution
- Work closely with the product, marketing, and digital teams to improve lead generation, conversion, and retention strategies.
- Contribute insights and market feedback to inform product innovation and market-fit assessments.
Operational Compliance & Reporting
- Monitor and ensure compliance with internal policies, regulatory guidelines, and risk management procedures.
- Track team performance, report key metrics (acquisition rates, AUM growth, retention, churn, etc.), and recommend improvements.
COMPETENCIES, SKILLS & ABILITIES
- Digital savvy with understanding of customer acquisition tools and platforms
- Strong sales and relationship management skills
- Knowledge of investment and financial products
- Analytical mindset with ability to interpret performance data
- Excellent communication and leadership skills
- Ability to manage performance and drive accountability
QUALIFICATION & EXPERIENCE
- Bachelor's degree in business, Finance, Marketing, or a related field.
- 8+ years of experience in retail sales, digital financial services, and customer acquisition roles.
- Experience leading sales teams and driving performance in both digital and field based environments.
- Familiarity with CRM systems, sales reporting tools, and digital acquisition strategies