Job Summary The purpose of the role is to Maximize new business/acquisition/referral opportunities and deepening existing customer relationships to the specified service standards for the Priority Clients segment
Key Responsibilities Implementation and oversight of the below individual responsibilities: To conduct a professional, consultative financial analysis and profiling session with customers to meet their financial needs/objectives. To 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/exceeding sales targets to meet new business and customer acquisition goals To participate in marketing and promotional activities for customer acquisition. To source and call on individual prospects To provide quality, efficient after-sales services To manage anti-attrition and retention of clie...