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

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

Requirements

Requirements:
Bachelor Degree - .

- Certified Financial Planner (CFP) - non mandatory

• Minimum 2 years of sale experience preferably in wealth and banca products with FIs

• Pleasant personality with excellent verbal and written communication skills
• Possess relevant licenses required for the portfolio
• Sales and results oriented
• Good interpersonal and relationship building skill

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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