Prepare and proactively execute sales plans for prospective customers sourced from the Bank’s leads (LMS) and self-generated leads.
Actively participate and collaborate with other sales personnel at PBC/branch/region levels on sales activities and campaigns for customer acquisition and retention.
Provide investment and wealth advisory services to customers, including portfolio management support.
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Prepare and proactively execute sales plans for prospective customers sourced from the Bank’s leads (LMS) and self-generated leads.
Actively participate and collaborate with other sales personnel at PBC/branch/region levels on sales activities and campaigns for customer acquisition and retention.
Provide investment and wealth advisory services to customers, including portfolio management support.
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To achieve sales/revenue target assigned by the Bank and contribute towards growing the bank's portfolio/profitability and the achievement of the overall branch targets
To promote and professionally sell a range of retail products to existing and potential customers ie. 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 campaigns to achieve deliverables and to acquire, build and grow mass & mass affluent customer segments
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Manage and grow a portfolio of corporate and institutional clients, ensuring their financial needs are met through a comprehensive range of banking products and services.
Proactively identify and develop new business opportunities within the CBBC segment to expand the client base and increase market share.
* Conduct thorough financial analysis and due diligence on clients to assess creditworthiness and propose suitable financing solutions.
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Manage and grow a portfolio of corporate and institutional clients, ensuring their financial needs are met through a comprehensive range of banking products and services.
Proactively identify and develop new business opportunities within the CBBC segment to expand the client base and increase market share.
* Conduct thorough financial analysis and due diligence on clients to assess creditworthiness and propose suitable financing solutions.
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Support the Head of Group International Tax Compliance & Transfer Pricing in managing the Group’s transfer pricing affairs and ensuring transfer pricing documentation is prepared and available within regulatory timelines.
Assist in the annual review of management cost allocation to ensure the allocation basis complies with transfer pricing rules and regulations.
Act as a liaison with tax agents and regulatory authorities in relation to transfer pricing matters across relevant countries.
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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
...
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
...