Provide personalized financial consultation and advice to client according to their financial goals and needs.
Promote wealth solutions focusing on insurance, investment and deposit products and services to retail clients.
Increase client product holding through cross selling on other financial solutions such as financing and credit card.
Maintain and develop strong client relationship with Privilege and Emerging Affluent clients and effectively manage customer portfolios in retail wealth sales and advisory.
Meet or exceed sales targets and performance metrics contributing to the overall branch performance and sales revenue.
Comply with all regulatory and Bank standards and practices.
Participate in ongoing training and professional development to stay updated with industry trends and product knowledge.
Act swiftly on leads and maintain proactive follow-ups to maximize conversion rate. <...