Job Description

Description Primary Objective: Acquire new to Premier (NTP) customer 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 relationship with customers for higher share of customers\' wallet . Participate in branch/region/Bank sales activities and campaigns to achieve deliverables . Guide and mentor new and existing Relationship Managers Key Responsibilities: 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 PBC/branch/region on sales activities/campaigns for customer acquisition and retention . Prepare and provide investment & wealth financial advisory and assistance to customers for their investment/wealth portfolio management . Periodic review of customers\' investment portfolio and increase AUM . Plan and identify cross selling/up selling to increase customers\' PHR and revenue . Set appointments, sales visitations, prospecting and engagement with customers Sales Management . Maintain regular contact with existing customers to foster closer relationship and for referrals . Work closely with Centre Manager, Branch Manager and Regional Sales Heads on sales activities, promotion and campaigns . Prepare and monitor sales performance and competitors analysis to Management . Compliance to Bank\'s policy, procedures and observe sales code of ethics Peer Support . As a mentor to provide guidance to other Relationship Managers Requirements Requirements: Bachelor Degree - Any related field(s). Relevant experience & exposure to Wealth Management and financial products PC / Microsoft Office literate with excellent presentation, interpersonal and communication skill Possess pleasant personality and versatile Able to interac t with customers from all walks of life Confident and sociable in character Benefits Dental, Education support, Miscellaneous allowance, Medical, Loans, Sports (e.g. Gym), Parking, Vision, Regular hours, Mondays - Fridays, Casual Business Wear, Performance Based Rewards

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