About the role
FinEx AI summary
The role improves sales effectiveness across GCNA by translating strategic priorities into well-governed initiatives and process enhancements. It leads end-to-end optimisation projects and sales campaigns, coordinating cross-functional partners to support frontline teams. The goal is to help RMs and IAs execute sales plans efficiently within policy, risk and control requirements.
Core skills
Sales StrategySales ManagementCampaign ManagementProject ManagementInvestment ProcessesPlatform Optimisation