Primary Objective:

Key Responsibilities:

• 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 PBC/branch/region on sales activities/campaigns for customer acquisition and retention
  • Prepare and provide investment & wealth financial advisory and assistance to customers for their investment/wealth portfolio management
  • Periodic review of customers’ investment portfolio and increase AUM
  • Plan and identify cross selling/up selling to increase customers’ PHR and revenue
  • Set appointments, sales visitations, prospecting and engagement with customers
• Sales Management
  • Maintain regular contact with existing customers to foster closer relationship and for referrals
  • Work closely with Centre Manager, Branch Manager and Regional Sales Heads on sales activities, promotion and campaigns
  • Prepare and monitor sales performance and competitors analysis to Management
  • Compliance to Bank’s policy, procedures and observe sales code of ethics

Requirements:
Bachelor Degree - .

• Certified Financial Planner (CFP) – non mandatory

• Minimum 2 years of sale experience preferably in wealth and banca products with FIs

• Pleasant personality with excellent verbal and written communication skills
• Possess relevant licenses required for the portfolio
• Sales and results oriented
• Good interpersonal and relationship building skill

Dental, Education support, Miscellaneous allowance, Medical, Loans, Sports (e.g. Gym), Parking, Vision, Regular hours, Mondays - Fridays, Casual Business Wear, Performance Based Rewards