Personal Financial Consultant
Primary Objective
To achieve sales/revenue target assigned by the Bank and contribute towards growing the bank's portfolio/profitability and the achievement of the overall branch targets
- To promote and professionally sell a range of retail products to existing and potential customers ie. Wealth products (UT, ASNB VP, PRS, Banca RP & GI, Direct Forex and NTW), Deposits (CASA/FD, Accounts Acquisition), Assets/Financing products (PF/PFi, ASB & Credit Cards) etc.
- Participate in branch/region/bank (bank wide) sales & promotional activities and campaigns to achieve deliverables and to acquire, build and grow mass & mass affluent customer segments
- Prepare and pro-actively execute sales plan, perform account opening, cross selling, up selling and engagement with customers for retention and referrals
- To maintain regular contacts with customers to develop relationship and deepen share of customers' wallet
- To drive NTB customer acquisition (wealth and retail customers) and customer experience to broaden the Bank's customer base