- Responsible for achieving & delivering his/her targets of the allocated range of products specific to Advising Zone.
- Follow up with others (Credit/ Operations) Departments, pipeline or tools available (Jupiter) on pending cases
- Achieving target sales activities of (outbound sales, sales visits, cross sell ratio to walk-in customers) as defined in the commercial action plan.
- Personally and proactively effective at building the business, deepening relationships and increasing targeted consumers through the execution of an effective sales process.
- Prepares and executes a sales plan for the assigned account relationships; high knowledge of competition products.
- Grows the number of new account relationships via conversion of branch walk-ins, customer referrals, marketing leads and self-generated leads.
- Proactive in assessing financial needs of customers.
- Keep updated and learns in-depth the new products offered by competition.
- Responding to Compliance Dept. requirements in terms of obtaining proper approvals
- Ensure implementation of all Bank policies / procedures / KYC compliance requirements are in place
- Ensure following set procedures / policies as per designation letter
- And any other assigned tasks
- minimum 1 years preferably in the financial services industry; or other strong-sales culture industry.
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