Job Description
Job Description
Maximize new business/acquisition/referral opportunities and deepening existing customer relationships to the specified service standards for the Priority Clients segment.
Responsibilities- Conduct a professional, consultative financial analysis and profiling session with customers to meet their financial needs/objectives.
- Foster and deepen customer relationships by providing regular market information updates and trend analysis on local and international financial products.
- In consultation with the PB team manager/branch manager/PTL, draw up monthly plans for achieving/exceeding sales targets to meet new business and customer acquisition goals.
- Participate in marketing and promotional activities for customer acquisition.
- Source and call on individual prospects.
- Provide quality, efficient after‑sales services.
- Manage anti‑attrition and retention of clients.
- Organise and...