Job Summary Maximize new business acquisition and referral opportunities while deepening existing customer relationships to meet service standards for the Priority Clients segment.
Key Responsibilities - Conduct professional consultative financial analysis and profiling sessions with customers.
- Provide regular market information updates and trend analysis on local and international financial products.
- Draw up monthly plans in consultation with PB team manager, branch manager or PTL to achieve sales targets.
- Participate in marketing and promotional activities for customer acquisition.
- Source and contact individual prospects.
- Provide quality, efficient after‑sales services.
- Manage client retention and anti‑attrition.
- Organise and conduct sales presentations to groups, clubs, associations, companies and other organisations.
- Solicit referrals from other parts of the bank (e.g., RM...