Deputy Vice President - Unit Head - Client Acquisition

Yubi

Develop and implement effective client acquisition strategies for SME and Commercial Lending products.

Identify and target potential clients through various channels, including direct outreach, partnerships, and networking.

Build and maintain strong relationships with key stakeholders, including brokers, agents, and business owners.

Lead, motivate, and manage a team of client acquisition executives to achieve sales targets and business objectives.

Provide coaching, training, and support to team members to enhance their skills and performance.

Set clear performance goals and monitor progress through regular performance reviews and feedback.

Conduct market research and analysis to identify trends, opportunities, and competitive dynamics in the business loan and mortgage sectors.

Utilize insights to refine acquisition strategies and improve targeting and messaging.

Oversee the client onboarding process, ensuring a seamless and positive experience for new clients.

Address client inquiries and resolve issues promptly to maintain high levels of satisfaction and retention.

Track and analyse key performance indicators (KPIs) related to client acquisition, conversion rates, and sales performance.

Prepare and present regular reports on team performance, market trends, and strategic initiatives to senior management.

Ensure that all client acquisition activities comply with relevant regulations and company policies.

Implement best practices for risk management and adherence to regulatory requirements.