Prepare and pro-actively execute sales plans for prospective customers from Bank's leads (LMS) and self-generated leads
Actively participate and collaborate with other sales personnel at PBC/branch/region on sales activities/campaigns for customer acquisition and retention
Prepare and provide investment & wealth financial advisory and assistance to customers for their investment/wealth portfolio management
Periodic review of customers investment portfolio and increase AUM
Plan and identify cross selling/up selling to increase customers PHR and revenue
Set appointments, sales visitations, prospecting and engagement with customers
Sales Management
Maintain regular contact with existing customers to foster closer relationship and for referrals
Work closely with Centre Manager, Branch Manager and Regional Sales Heads on sales activities, promotion and campaigns
Prepare and monitor sales performance and competitors analysis to Management
Compliance to Bank's policy, procedures and observe sales code of ethics
Job Requirements
Degree holder
Certified Financial Planner certification (CFP) with FIMM, PCE, CEILI and IPPC license.
Minimum 2 years of sale experience preferably in wealth and banca products with FIs
Pleasant personality with excellent verbal and written communication skills
Possess relevant licenses required for the portfolio
Sales and results oriented
Good interpersonal and relationship building skill
