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Sales Team Lead (Asset Creation / Wealth Management) at Rosabon Financial Services

Rosabon Financial Services
March 23, 2026
Full-time
On-site
Job Summary


The Team lead, Consumer Lending (Public Sector/Private Sector) will be responsible for driving and optimizing sales
within the Asset Creation Team, consistently following up with team members and customers to maintain relationships and generate sales to meet set targets.


Responsibilities


Build and maintain team staff requirement
Manage day-to-day Consumer Credit team operations.
Build, develop and grow team members for optimum performance
Constantly liaise, coach mentor and motivate team members for optimal lead generations and conversion.
Responsible for monitoring and ensuring team members meet set targets
Conduct deep-dive analysis on key growth indicators for products, people, and process optimization.
Generate and contribute via market analysis and customer perception of new products.
Establish and maintain good customer base
Strategically devise meansto help self and team members to generate and maintain quality sales contacts
Motivate, train and maintain a healthy and effective team
Identify, develop, and implement process change towards improving customer satisfaction and sales efficiency.


Key Performance Indicators


New Leads/Opportunities
Client Acquisition and customer retention rate
Sales Volume per team member and collectively
Existing Client Engagement
Upsell/Cross-Sell Rates
Percentage target met periodically.


Requirements


Minimum education level - First degree in any discipline from a reputable academic institution.
Post-graduate qualification(s) and professional membership will be an added advantage.
Demonstrated track record of meeting/exceeding goals as an individual contributor.
Successful experience building a territory from little or nothing.
5 years+ of progressive experience in sales and marketing of financial products (Consumer Lending).


Job Knowledge, Skills / Competencies:


Relevant knowledge of the company's market and competitors.
Highly motivated and passionate about sales, with a genuine drive to succeed.
Knowledge of principles and methods for selling, including marketing strategy, company products, sales techniques, and sales control.
Previous experience driving sales across products.
Strong personal network within the industry.
Excellent verbal and written communication skills.
Knowledge of principles and processes for providing customer service, including customer needs assessment and evaluation.
Detail-oriented with the ability to prioritize and handle multiple tasks at any given time.
Ability to lead and motivate a large team.
Strong sales, analytical, organizational, and people skills.
Experience building rapport, opening doors, and understanding the business requirements of senior decision-makers.
Experience and good knowledge of the financial market.
Demonstrated ability to lead and manage a diverse sales team.
Demonstrated ability to achieve sales targets.
Proficient in Microsoft Word, Excel, Outlook, and PowerPoint.
Ability to adapt quickly to new technologies, products, and procedures.
Ability to work and thrive in a multitasked and fast-paced environment.
Professional "get it done" attitude and strong work ethic.