Meet targets by soliciting new-to-bank and aggressive cross selling to existing customer base with focus on cross selling, increasing existing customers profitability via deposits growth.
To build and maintain profitable business relationships with business customers by increasing penetration of cash management solutions.
To use multiple prospecting methods to generate leads, set up sales meetings and pitch appropriate cash management solutions to prospects.
Actively seeking referrals from new and existing customers.
To actively identify potential sales opportunities and manage sales pipeline by working closely with various departments.
Ensure timely reporting on productivity & performance to Business Wealth Team Manager.
Participate in process improvement initiatives.
Mentor junior team members, where required.
To undertake any other related tasks as determined by the management of the Bank from time to time.
Ensure and maintain a high standard of AML/KYC risk assessments of customers’ profile.
Job details are sourced from the employer's original posting.
