Financial Advisory: Conduct in-depth discovery sessions to accurately understand clients' risk tolerance, financial objectives, and time horizons to provide tailored recommendations.
Revenue Generation: Achieve key performance indicators (KPIs) by generating fee-based income through the strategic sale of wealth management products.
Market Intelligence: Stay updated on global market trends, interest rate shifts, and regulatory changes to provide proactive and timely advice to clients.
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Grow the Existing to Bank (ETB) SME base of retail community businesses (Sole Prop, Partnerships, or Sdn Bhds with Annual Sales Turnover (AST) of below RM 10m to grow product holdings and profitability;
Approximately 300-500 customers per Community Business Manager (CBM);
Bring in New to Bank (NTB) customers to the branch via community business visitations, roadshows, or other branched based sales activities;
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Generate and qualify leads from internal and external lists including sourcing and developing client referrals to achieve acquisition goals;
Develop and schedule sales proposals and activities including calls to new potential and existing clients to ensure optimum pipeline generation ;
Ensure customer service satisfaction and good client relationships including client briefing and training and responding to sales enquiries by phone, email or in person;
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Financial Advisory: Conduct in-depth discovery sessions to accurately understand clients' risk tolerance, financial objectives, and time horizons to provide tailored recommendations.
Revenue Generation: Achieve key performance indicators (KPIs) by generating fee-based income through the strategic sale of wealth management products.
Market Intelligence: Stay updated on global market trends, interest rate shifts, and regulatory changes to provide proactive and timely advice to clients.
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Grow the Existing to Bank (ETB) SME base of retail community businesses (Sole Prop, Partnerships, or Sdn Bhds with Annual Sales Turnover (AST) of below RM 50m to grow product holdings and profitability
Bring in New to Bank (NTB) customers to the branch via community business visitations, roadshows, or other branched based sales activities
Leads provided by HQ will be a source of acquiring NTB SME customers
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