Job Description
Your Role
The Trust Sales and Marketing Officer is responsible for achieving AUM (volume) and revenue targets for the assigned area. Implementation of daily Strategic & Tactical Sales and Marketing activities. Monitors submission of original Trust documents (new account opening).
Your Impact
- Identifies and acquires new business through client calls, proposals, product briefings, road shows, financial wellness presentations and other marketing projects
- Develops and implements cross-selling initiatives in consideration of customer needs and market opportunities
- Responds to general queries related to products & services
- Visits branches and wealth centers on a regular basis for product briefings
- Follows through on referrals from branches, wealth, existing clients and other units
- Handles documentation of new customer requirements and coordinates with Account Servic...