Job Summary*
Manage the PB Client portfolio to maximize new business opportunities and deepen existing relationships, while providing quality in service delivery in an efficient operation where risks are well controlled. Ensure that robust sales process, stringent service standards in compliance with local regulatory requirements are met
Responsibilities*
\xc2\xb7 In consultation with the BM/STM, draw up monthly plans for achieving new business and customer acquisition goals committed.
\xc2\xb7 To foster and deepen client relationship by providing regular market information updates and trend analysis on international equities, unit trust, bonds and other investment instruments and follow up calls / visits to assist them in their investment decisions.
\xc2\xb7 To conduct regular checks on market trends and competitors\xe2\x80\x99 programme offering and activities. This is to assist / initiate efforts to increase product differentiation and enhance attractiveness of programme.
\xc2\xb7 To plan, target and cross-sell integrated business financial services to Priority clients who are self-employed professionals and businessmen.
Strategy*
In/outbound ETB advice & sales
MNCJobz.com will not be responsible for any payment made to a third-party. All Terms of Use are applicable.