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 •