Job Description
Job Purpose
To build, grow and manage a portfolio of affluent customers with personalized service, develop close relationships, present required products, achieve maximum profitable contribution and retain customer’s loyalty/business.
Duties and Responsibilities
- Build, grow and manage the segment portfolio. Responsible for enhancing CBI First sales and promoting cross selling of bank products to existing and potential priority customers.
- Understand customer needs, identify financial and non-financial requirements by conducting financial need analysis (Client Profiling).
- Responsible for conducting customer portfolio reviews and financial checks for each client as per agreed timelines.
- Achieve revenue goals, sales and portfolio growth targets across a range of products and services (Investments, Term Deposits, CASA balances, Mortgages, Credit Cards, Bancassurance, etc.).
- Ensure delivery of customer promise an...