Overall
Responsible to achieve sales targets.
What you will do
- Single touch point to serve the high net worth individuals to fulfill their financial & banking needs via financial planning & customized wealth solutions.
- Ensure achievement of targets assigned
- Work with Branch Manager to ensure sales activities are in line with business direction
- Review performance with Branch Manager.
- Grow the Asset Under Management (AUM) , fee income, profitability & customer base through active acquisition & prospecting of NTB high net worth individuals in the target market group
- Source for new business/customers
- Build rapport/enhance relationship with customers
- Joint sales marketing with Branch Manager
- Retain existing customers; grow share of wallet with the bank through cross-selling
- Ensure consistent delivery of high quality services to customers through meeting or exceeding customer expectation guided by the service level agreement, efficient / accurate standards and good business processes/ judgments.
- Ensure strict compliant to the Bank's standard policy and procedures, internal control and compliance, regulatory requirements and AMLA/CFT.
- Deliver good customer service and follow up.
- Ensure all customer complaints and feedback being resolved within TAT.
Qualifications
- Qualification - Degree from any university
- Minimum qualification Diploma but must have at least 2 years experience in sales
- Candidates must have experience in branch sales and operations
- Vast knowledge in latest compliance, regulatory requirements and AMLA/CFT
- Proven track record in sales performance.
- Strong MS Excel skills
- Able to work in tight deadlines and stressful situation
- Ability to multi-task
- Good command of English
