Deliver excellence in sales performance and quality
Plan and implement all CRM projects with the Regional and/or relevant business units to deliver a highly efficient CRM & Analytics platform to increase profitability and sales numbers for all products and sales forces
Ensure a collective and comprehensive approach, considering people, processes, culture and systems
Assist SVP Head of Data & Analytics to utilize customer data to actively prepare product treatments to optimise value for both customer and Bank in line with our customer propositions
Collaborate with other team members to integrate and enhance D&A usage as part of customer management and sales process, including processes and system improvements
Support SVP Head of Data & Analytics to run initiatives/campaigns across all sales channels, including self‑service, online channel, lead‑bank program
Standardise all D&A core process/workflow
Maintain regular data cleaning and data integrity programs to ensure the WPB database continues to have high data integrity
Work on assigned regional/local projects
Monitor and suggest solutions to improve WPB customer database integrity when required
Fully utilise and input to Client Relationship Management data, ensuring all client information is complete and kept up to date

Deliver support to sales channels to create, maintain and expand customer relationships
Provide advice to end users to optimise the use of the CRM‑system platform to drive and deliver sales growth, including the use of artificial intelligence of CRMS (e.g., IS /KET) to build and generate business leads to the respective sales streams
Provide system training & refresh training for business users if required
Treat customers fairly with integrity

Support SVP Head of Data & Analytics in providing a high quality, customer‑driven support function
Proactively work on assigned initiatives while ensuring timely implementation

CRM and Analytics Manager

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