About this role
Sales & Services of Premier & UHNW customers Acquire new to Premier (NTP) customer to achieve sales/revenue/AUM targets assigned by the Bank and contribute towards the overall Premier Banking targets
• To promote and professionally sell a range of wealth, investment and banca products to existing and potential customers • Prepare and provide sound advisory on wealth and financial planning • Maintain regular contacts and enhance banking relationship with customers for higher share of customers’ wallet • Participate in branch/region/Bank sales activities and campaigns to achieve deliverables
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