To achieve sales/revenue target assigned by the Bank and contribute towards the achievement of the overall branch targets
To promote and professionally sell a range of Wealth and Banca products to existing and potential customers.To maintain regular contacts with customers to develop relationship for higher share of customers wallet.
Participate in branch/region/Bank sales activities and campaigns to achieve deliverables.
Prepare and pro-actively execute sales plan, perform account opening, cross selling, up selling and engagement with customers for retention and referrals.
Sales Planning & Activities:
Prepare and pro-actively execute sales plans for prospective customers from Bank’s leads (LMS) and self-generated leads.
Actively participate and collaborate with other sales personnel at branch/region on sales activities/campaigns for customers acquisition and retention.
Plan and identity cross selling/up selling to increase customer’s PHR and revenue.
Set appointments, sales visitations, prospecting and engagement with customers.
Account opening for CASA for wealth customers.
Maintain regular contact with existing customers to foster closer relationship and for referrals.
Work closely with Branch Manager and Reginal Sales Heads on sales activities, promotion and campaigns.
Compliance to Bank policy, procedures and observe sales code of ethics.
Candidate must possess at least Bachelor’s Degree, Post Graduate Diploma, Professional Degree, Master Degree, any field.
At least 2 year(s) of working experience in the related field is required for this position.
Preferably Senior Executives specializing in Sales-Financial Services (Insurance, Unit Trust, etc.) or equivalent.
Possess relevant licenses required for the portfolio (PCE, CEILLI & CUTE (FIMM) license is a MUST)
Good interpersonal and relationship building skills.
Sales and result oriented.
Basic Salary + Incentives + Other Benefits Entitlements