Job Summary Maximize new business/acquisition/referral opportunities and deepen existing customer relationships to meet the specified service standards for the Priority Clients segment.
Key Responsibilities - Conduct a professional, consultative financial analysis and profiling session with customers to meet their financial needs/objectives.
- Foster and deepen customer relationships by providing regular market information updates and trend analysis on local and international financial products.
- In consultation with the PB team manager/branch manager/PTL, draw up monthly plans for achieving or exceeding sales targets to meet new business and customer acquisition goals.
- Participate in marketing and promotional activities for customer acquisition.
- Source and call on individual prospects.
- Provide quality, efficient after-sales services.
- Manage anti-attrition and retention of clients.
- Organis...