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Full-Time Opportunity: This is a permanent, full-time position with a competitive package and real career growth potential.
Job Description
- Manage Elite Banking client relationships along with Directors and Executive directors of Elite Banking by rendering the highest level of services to the customer and referring banking products like insurance investment products Mortgage BFS products and Services to support the team across the identified customer segments to achieve financial and nonfinancial business objectives.
- To plan and carry out direct marketing activities and support the Directors to fulfil their sales initiatives in accordance with the agreed business plans.
- Support Directors and EDs to achieve assigned revenue targets AUM CASA and customer acquisition targets.
- Support acquiring clients as well as managing maintaining and deepening the relationships through the expertise in Financial planning and the selling of various personal Financial & Investment products.
- To provide and maintain on an ongoing basis a daily sales report figures forecasting & any other reco...