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Single touch point to serve high net worth individuals to fulfill their financial & banking needs via financial planning & customized wealth solutions.
Ensure achievement of targets assigned.
Work with Branch Manager to ensure sales activities are in line with business direction.
Review performance with Branch Manager.
Grow the Asset Under Management (AUM), fee income, profitability & customer base through active acquisition & prospecting of NTB high net worth individuals in the target market group.
Source for new business/customers.
Build rapport/enhance relationship with customers.
Joint sales marketing with Branch Manager.
Retain existing customers; grow share of wallet with the bank through cross-selling.
Ensure consistent delivery of high quality services to customers through meeting or exceeding customer expectations guided by the service level agreement, efficient/accurate standards and good business processes/judgments.
Ensure strict compliance to the Bank's standard policy and procedures, internal control and compliance, regulatory requirements and AMLA/CFT.
Deliver good customer service and follow up.
Ensure all customer complaints and feedback are resolved within TAT.
Qualifications
Qualification - Degree from any university.
Minimum qualification – Diploma but must have at least 3 years’ experience in sales.
Must have at least 2 years working experience in a similar environment.
Candidates must have experience in branch sales and operations.
Vast knowledge in latest compliance, regulatory requirements and AMLA/CFT.
Proven track record in sales performance.
Able to work in tight deadlines and stressful situations.
Ability to multi-task.
Good command of English.