Found Description
Responsibilities
- Maximize new business, acquisition and referral opportunities while deepening existing customer relationships for the Priority Clients segment.
- Conduct professional, consultative financial analysis and profiling sessions with customers to meet their financial needs and objectives.
- Foster and deepen customer relationships by providing regular market and trend updates on local and international financial products.
- In consultation with the PB team manager, branch manager or PTL, develop and implement monthly plans to achieve or exceed sales targets and new business goals.
- Participate in marketing and promotional activities to acquire new customers.
- Identify and engage individual prospects to expand the client base.
- Provide efficient after‑sales services and manage anti‑attrition and client retention.
- Organise and conduct sales presentations for groups, clubs, associations, companie...
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