Collaborate cross teams with stakeholders be it RMs, ICs, Credit, Ops to drive wealth lending product awareness and activity across the Bank’s sales distribution network.
Partner with RMs and ICs to structure tailored account plan with financing solutions for Private and Priority Banking clients.
Join in new prospect and client meetings with RMs / ICs to assess client’s needs and perform advisory on wealth lending propositions eg. Portfolio Financing, OD-UT, Share Margin.
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Benefit from a strong culture of collaboration by learning from leaders and subject matter experts to drive change and impact in banking;
Opportunity to fast track your career in Wealth Management.
Solicit customers for Deposits, Insurance and Investment Products within BNMs Responsible Lending Guidelines and other products as and when required by the Management;
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Solicit leads via referrals and cold calls for sales via marketing visits, telemarketing, launches, road show and any other sales activities to achieve sales targets.
To actively cross selling Banking/Financial products.
Assess/evaluate and propose credit applications diligently.
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Solicit leads via referrals and cold calls for sales via marketing visits, telemarketing, launches, road show and any other sales activities to achieve sales targets.
To actively cross selling Banking/Financial products.
Assess/evaluate and propose credit applications diligently.
...