Sales Planning & Activities
- Prepare and proactively execute sales plans for prospective customers sourced from the Bank's leads (LMS) and self-generated leads.
- Actively participate and collaborate with other sales personnel at PBC/branch/region levels on sales activities and campaigns for customer acquisition and retention.
- Provide investment and wealth advisory services to customers, including portfolio management support.
- Conduct periodic reviews of customers investment portfolios to grow Assets Under Management (AUM).
- Identify and plan cross-selling and up-selling opportunities to increase customers PHR and overall revenue.
- Arrange appointments, conduct sales visitations, prospecting, and maintain ongoing customer engagement.
Sales Management
- Maintain regular contact with existing customers to strengthen relationships and generate referrals.
- Work closely with the Centre Manager, Branch Manager, and Regional Sales Heads on sales activities, promotions, and campaigns.
- Prepare sales performance reports and competitor analysis for management review.
- Ensure full compliance with the Bank's policies, procedures, and sales code of ethics.
Job Requirements
- Hold a Bachelor's degree in any field of study.
- Have relevant licenses such as FIMM, PCE, CEILI, or IPPC.
- Minimum 2 years of sales experience, preferably in wealth and bancassurance products within financial institutions.
- Pleasant personality with excellent verbal and written communication skills.
- Possession of relevant licenses required for the portfolio.
- Sales- and results-oriented with a strong performance mindset.
- Strong interpersonal and relationship-building skills.
