Responsibilities: Business Performance and Management
To evaluate customers' needs and provide solutions in the areas of wealth protection and accumulation, retirement planning, estate preservation and endowment planning.
Design and recommend wealth solution to meet the objectives of the customers.
Take initiative to plan and organize daily schedule for various sales generating activities.
Conduct daily calls to the customers in their portfolio base to arrange for appointments and to offer assistance to them.
To regularly update their clients on their holdings and investment performance.
Achieve monthly sales target for various banking products with consistency.
Fulfill training requirements which are set by the organization.
Ensure completeness and accuracy in application process to minimize reworks.