Personal Banker Wealth Unit Trust Consultant (kuching, Sibu, Bintulu)

Sarawak, Malaysia

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Sales Planning & Activities

Prepare and pro-actively execute sales plans for prospective customers from Bank\'s leads (LMS) and self-generated leads
Actively participate and collaborate with other sales personnel at branch/region on sales activities/campaigns for customer acquisition and retention
Plan and identify cross selling/up selling to increase customers\' PHR and revenue
Set appointments, sales visitations, prospecting and engagement with customers
Account opening for CASA for wealth customers

Sales Management

Maintain regular contact with existing customers to foster closer relationship and for referrals
Work closely with Branch Manager and Regional Sales Heads on sales activities, promotion and campaigns
Compliance to Bank\'s policy, procedures and observe sales code of ethics

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