Acquire new to Premier (NTP) customers to achieve sales/revenue/AUM targets assigned by the Bank and contribute towards the overall Premier Banking targets.
To promote and professionally sell a range of wealth, investment, and banca products to existing and potential customers.
Prepare and provide sound advisory on wealth and financial planning.
Maintain regular contacts and enhance banking relationships with customers for a higher share of customers’ wallet.
Participate in branch/region/Bank sales activities and campaigns to achieve deliverables.