• Assist to evaluate each branch and individual referral performance to design the right quality training program to improve their performance
• Design onboard training new & existing to officer & senior office level
• Motivation support to encourage staffs to collaborate with business partners to achieve the same goal
• Develop good training presentations
• Arrange training schedule with HR and other trainers
• Preparing training materials with Manulife team
• Help to build up product structure to fit with customer needs (Loan/Deposit) and present to Manager
• Assist to develop tools, process and procedures for front lines sales with more chance to obtain qualified referrals
• Consolidate weekly/Monthly referrals report from all branches