Prepare and pro-actively execute sales plans for prospective customers from Bank’s leads (LMS) and self-generated leads
Actively participate and collaborate with other sales personnel at PBC/branch/region on sales activities/campaigns for customer acquisition and retention
Prepare and provide investment & wealth financial advisory and assistance to customers for their investment/wealth portfolio management
Periodic review of customers’ investment portfolio and increase AUM
Plan and identify cross selling/up selling to increase customers’ PHR and revenue
Set appointments, sales visitations, prospecting and engagement with customers
Sales Management
Maintain regular contact with existing customers to foster closer relationship and for referrals