Key Responsibilities:
Customer Acquisition
- Acquire new-to-bank qualified customers by referrals from existing customers
- Upgrade existing customers to qualified customers by using the Bank's differentiated offering
- Actively participate in marketing activities and engage customers, being the ambassador of the bank to share in the benefits and inviting them to be qualified customers
- Develop programs with local associations or corporates to acquire bulk customer base
Build and Maintain Relationship
- Invite new qualified customers in the first month for meeting to discuss on their needs and financial goals
- Build and maintain close business relationship with the qualified customer to provide value-added banking services and grow existing account balance
- Proactively contact qualified customers based on event trigger by OCRM and latest promotions to understand customer needs and deliver high service standards
- Keep self and qualified customers fully updated with the Bank's view on local and global market trends
- Retain non-qualified customers by reinstating the eligibility and highlighting the benefits
Perform Need-based selling
- Actively manage the portfolio of qualified customers and review with them on a regular basis to meet their immediate and future financial needs
- Grasp opportunities to cross sell and refer qualified customers to BOC HK
- Informing customer on emerging financial and economic issues, new bank products and services to fulfill customer needs
Support to the Branch / Team
- Encourage and facilitate qualified customers to use digital banking
- Draw up monthly plans for achieving new business and customer acquisition goals in consultation with banking services
- Lead a sales culture within the branch to ensure opportunities are identified and customer needs are met effectively
Sales Compliance and Control
- Protect customers and corporates by displaying the highest standard of integrity and respect for rules & regulations
- Ensure no lapses in control requirement and adhere diligently on all documentary & processes procedures
Job Requirements:
- A recognised university degree
- At least 1 - 2 years of relevant working experience gained in the banking or financial sectors.
- Acquired FIMM license, IPPC license, & Insurance Bancassurance license
- Results-oriented, dynamic and self-driven
- Resourceful and able to work with minimal supervision
