Personal Financing Consultant

Primary Objective

• To achieve sales/ revenue target assigned by the bank and contribute towards growing the bank's portfolio/ profitability and achievement of the overall branch targets
• To promote and professionally sell a range of retail products to existing and potential customers i.e. 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 campaign 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, upselling 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