Job Description
Responsibilities: Business Performance and Management
- To evaluate customers' needs and provide solutions in the areas of wealth protection and accumulation, retirement planning, estate preservation and endowment planning.
- Design and recommend wealth solution to meet the objectives of the customers.
- Take initiative to plan and organize daily schedule for various sales generating activities.
- Conduct daily calls to the customers in their portfolio base to arrange for appointments and to offer assistance to them.
- To regularly update their clients on their holdings and investment performance.
- Achieve monthly sales target for various banking products with consistency.
- Fulfill training requirements which are set by the organization.
- Ensure completeness and accuracy in application process to minimize reworks.
- Ensure compliance with Group Policy and ...