Assess and understand customers' financial goals, concerns, and needs.
Provide tailored financial advice and recommend suitable wealth management and insurance solutions.
Proactively build and maintain long-term relationships with customers to support their financial journey.
Engage clients through various channels, including in-branch consultations, telemarketing, social media outreach, and participation in marketing roadshows.
Consistently achieve individual sales targets and key performance indicators (KPIs) set by the bank.
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