Job Description

Description Primary Objective: . To achieve sales/revenue target assigned by the Bank and contribute towards the achievement of the overall branch targets . To promote and professionally sell a range of wealth and banca products to existing and potential customers . To maintain regular contacts with customers to develop relationship and deepen share of customers\' wallet . To drive NTB /NTW wealth customer acquisition and customer experience to broaden the wealth customer base . Participate in branch/region/Bank sales activities and campaigns to achieve deliverables . Prepare and pro-actively execute sales plan, perform account opening, cross selling, up selling and engagement with customers for retention and referrals . To manage and service premier portfolio /G0 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 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 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 . Staff Management . Coaching other Personal Wealth Bankers for peak performance . As a mentor to provide guidance and consultation to other Personal Wealth Bankers . . Note : Senior Wealth Banker is with Premier Portfolio/G0 and ranking as S4 Requirements Requirements: Bachelor Degree - . - Professional Banking Certification . Minimum 3 - 4 years sales experience preferably in wealth and banca products with FIs . Pleasant personality with excellent verbal and written communication skills and have experience in guiding juniors . Have relevant licenses required for the portfolio . Sales and results oriented . Good interpersonal and relationship building skill . Possess with CUTE & Banca License . To enroll for IPPC exam 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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