Job Summary The purpose of the role is to maximize new business acquisition and deepen relationships with Priority Clients, delivering service standards for the Priority Clients segment.
Key Responsibilities - Conduct professional, consultative financial analysis and profiling sessions with customers to meet their financial needs and 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 or PTL, draw up monthly plans for achieving and 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 client anti‑attrition and retention.
- Or...