Role signals
SalesLegal
About this role
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
Job
Requirements
- Degree holder
- Certified Financial Planner certification (CFP) with FIMM, PCE, CEILI and IPPC license.
- 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