Senior Executive, Business Wealth Management

Sales Strategy

• Sales & marketing of deposits and FOREX; meet financial and investment needs of SME segments.
• Actively drive for deposits on existing to Bank & new to Bank, identify business opportunities and ensure targets allocated are met.
• Monitor and execute the action plans in achieving overall deposits target allocated.
• Promote cash management solutions to business clients in the SME segments.
• Build pipelines through calls/prospecting potential cash management clients to achieve closures/mandated deals.
• Participate in sales campaigns and other promotional sales events.

Client Management

• Perform cash management solutions presentation to clients based on the initial findings of their needs.
• Prepare proposals and tailor cash management solutions based on client’s needs.
• Ensure high standards of customer service in line with the quality and standards set by the Bank.

People Management

• Support business partners for joint marketing calls and cross-sell/up-sell cash management solutions to clients.

Collaboration

• Work closely with business partners for customer referrals and conduct training to instill product knowledge and deepen clients’ relationships and customer’s share of wallet – SME & Transaction Banking & A@work.

Compliance

• Ensure completeness of the necessary documentation for account opening and registration and set up for implementation of solutions. Ensure compliance with the policies and procedures set by the Bank.

Market/Client Update

• Obtain market intelligence, establish network and update database of competitors’ offerings.

Understand & Act

• Collate feedback on any product requirements or any issues to the Product & Distribution team.