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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
Responsibilities
- 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.
- 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 sale...