Solicit leads via referrals and cold calls for sales via marketing visits, telemarketing, launches and any other sales activities to achieve sales targets.
To actively cross sell Wealth Management Products
Build rapport and relationship with chosen customers to establish loyalty and repeated sales and increase product holding.
Provide excellent customer service and uphold professionalism to reflect Bank’s image
Seek continuous improvement in the following areas to enhance job skills and competencies: Product knowledge / Selling skills / Market intelligence / Competitor’s check
Comply to statutory requirement and sales compliance in relation to FSA, KYC, AMLA and all relevant internal policies & procedures and sales compliance. Participate in strong teamwork and working relationship with colleagues at all times