About this role
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
Job Requirements:
• Degree holder • Certified Financial Planner certification (CFP) with FIMM, PCE, CEILI and IPPC license. • 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