About this role
PRIMARY OBJECTIVE
- To grow and achieve HNI customers’ Wealth AUM and NTP customer targets under the domicle PBC centre
- Provide and effective manage of the domicle PBC centre as a one-stop Wealth management and Premier solutions to HNI customers
- Strategic planning and execute all Premier business initiatives, organize/plan Premier sales activities to generate sales volume and ensuring the Bank’s Premier platform has a strong presence in the local market
- Deliver excellence and quality of customer experience to maintain good rapport and loyalty of HNI customers
KEY RESPONSIBILITIES
- Strategy & Planning
- Develop, implement and manage the domicle PBC’s sales and operations plans to achieve centre target
- Collaborate with BM, branch sales personnel and Regional Sales Heads to drive and grow NTP customer acquisition, retention and satisfaction
- Sales Management
- To achieve the sales & revenue targets by managing the business implementation of Premier Banking for the centre that covers a number of branches’ HNI clients portfolio
- To execute sales plans and allocation of sales targets with the team of Relationship Managers and monitor achievement of committed target
- To lead, motivate, coach and develop the Relationship Managers on effective presentation, selling, financial planning, investment counselling and relationship building skills
- Actively provide on-the-job training and people development of all staff
- To plan & execute the clients’ marketing events/activities on monthly basis so as to drive the business volumes.
- Centre Operation
- To manage and ensure high quality customer service delivery in the centre
- To ensure smooth and effective centre operation to achieve satisfactory audit rating and compliance to Bank’s policies & procedures and guidelines