Job Description
Primary Objective:
To achieve sales/revenue target assigned by the Bank and contribute towards the achievement of the overall branch targets
To promote and professionally sell a range of wealth and banca products to existing and potential customers
To maintain regular contacts with customers to develop relationship and deepen share of customers’ wallet
Participate in branch/region/Bank sales activities and campaigns to achieve deliverables
Prepare and pro-actively execute sales plan, perform account opening, cross selling, up selling and engagement with customers for retention and referrals
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 branch/region on sales activities/campaigns for customer acquisition and retention
Plan and identify cross selling/up selling to increase customers’ PHR and revenue
Set appointments, sales visitations, prospecting and engagement with customers
Account opening for CASA for wealth customers
Sales Management:
Maintain regular contact with existing customers to foster closer relationship and for referrals
Work closely with Branch Manager and Regional Sales Heads on sales activities, promotion and campaigns
Compliance to Bank’s policy, procedures and observe sales code of ethics