Job Summary Maximize new business/acquisition/referral opportunities and deepening existing customer relationships to the specified service standards for the Personal Clients segment.
Implementation And Oversight Of The Below Individual Responsibilities - To conduct a professional, consultative financial analysis and profiling session with customers to meet their financial needs/objectives.
- To foster and deepen customer relationships by providing regular market information updates and trend analysis on local and international financial products.
- In consultation with the branch manager/ PTL, draw up monthly plans for achieving/exceeding sales targets to meet new business and customer acquisition goals.
- To participate in marketing and promotional activities for customer acquisition.
- To source and call on individual prospects.
- To provide quality, efficient after‑sales services.
- To manage anti‑attrit...