Sales Planning & Activities
- Prepare and proactively execute sales plans for prospective customers from Bank leads (LMS) and self-generated leads.
- Actively participate and collaborate with sales personnel at PBC/branch/region in sales activities and campaigns for customer acquisition and retention.
- Provide investment and wealth advisory services to customers for effective portfolio management.
- Conduct periodic reviews of customers investment portfolios to increase AUM.
- Identify opportunities for cross-selling and up-selling to increase customers PHR and overall revenue.
- Arrange appointments, conduct sales visitations, and engage with prospects and customers.
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 and monitor sales performance reports and conduct competitor analysis for Management.
- Ensure full compliance with the Bank's policies, procedures, and sales code of ethics.
Job Requirements
- Degree holder.
- Certified Financial Planner (CFP) with FIMM, PCE, CEILI, and IPPC licenses.
- Minimum 2 years of sales experience, preferably in wealth and bancassurance products within financial institutions.
- Pleasant personality with excellent verbal and written communication skills.
- Possess the required licenses relevant to the portfolio.
- Sales-driven and results-oriented.
- Strong interpersonal and relationship-building skills.
