Sales & Services of Premier & UHNW customers
Acquire new to Premier (NTP) customer to achieve sales/revenue/AUM targets assigned by the Bank and contribute towards the overall Premier Banking targets
- To promote and professionally sell a range of wealth, investment and banca products to existing and potential customers
- Prepare and provide sound advisory on wealth and financial planning
- Maintain regular contacts and enhance banking relationship with customers for higher share of customers’ wallet
- Participate in branch/region/Bank sales activities and campaigns to achieve deliverables
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
