Single touch point to serve the high net worth individuals to fulfill their financial & banking needs via financial planning & customized wealth solutions.
Ensure achievement of targets assigned
Work with Branch Manager to ensure sales activities are in line with business direction
Review performance with Branch Manager.
Grow the Asset Under Management (AUM) , fee income, profitability & customer base through active acquisition & prospecting of NTB high net worth individuals in the target market group
Source for new business/customers
Build rapport/enhance relationship with customers
Joint sales marketing with Branch Manager
Retain existing customers; grow share of wallet with the bank through cross-selling
Ensure consistent delivery of high quality services to customers through meeting or exceeding customer expectation guided by the service level agreement, efficient / accurate standards and good business processes/ judgments.
Ensure strict compliant to the Bank&aposs standard policy and procedures, internal control and compliance, regulatory requirements and AMLA/CFT.
Deliver good customer service and follow up.
Ensure all customer complaints and feedback being resolved within TAT.
Qualifications
Qualification - Degree from any university
Minimum qualification Diploma but must have at least 3 years experience in sales
Must have at least 2 years working experience in similar environment
Candidates must have experience in branch sales and operations
Vast knowledge in latest compliance, regulatory requirements and AMLA/CFT
Proven track record in sales performance.
Strong MS Excel skills
Able to work in tight deadlines and stressful situation
