Solicit leads via referrals and cold calls for sales via marketing visits, telemarketing, launches, road shows 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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Attentive, you offer a personalised service and a unique experience to each customer.
Relaxing, you give off a Zen attitude and thanks to you time seems to stop.
Challenger/Performer, you like to take on new challenges to develop the Spa's turnover (products and services) and guarantee the satisfaction of our customers
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Oversee the organization, planning and coordination of sales & marketing activities such as new fund briefings, market update sessions and/or client seminars in order to support the Institutional Unit Trust Adviser (IUTA) distribution channels.
Strengthen rapport with the IUTA distribution channels and actively participate in regional sales review meetings and/or branch manager meetings.
Support the IUTA distribution channels in both retail and corporate sales through joint fieldworks and presentations.
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Provide formal supervision to employees. Monitor the training and development of staff. Conduct performance evaluations and coaching. Oversee the recruiting and hiring of new employees.
Coordinate and manage the team's daily activities. Establish work schedules, assign tasks, and cross-train staff. Set and track staff and department deadlines. Mentor and coach as needed.
Manage all technical training requirements including skill assessments, critical services training, and scenario training exercises.
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Plan for outlet budget and review forecast on revenue and expenditure on monthly basic
Analyze and submit month-end reports and identify deviation from business plan goals
Participate in management meetings to review progress towards achievement of business plan goals and develop the annual business plan related for the outlet
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Work closely with Branch Leaders to lead Personal Financial Consultants & Relationship Managers to achieve Bancassurance sales target of assigned banking branches.
Provide coaching to newly joined Personal Financial Consultants with the objective to uplift competencies that aim to achieve sales target.
Facilitate training to ensure all Personal Financial Consultants & Relationship Managers are keep abreast with latest Bancassurance product knowledge, bank system, sales technique etc.
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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
Building profitable relationships with customers from their portfolio, to deepen and broaden account relationships with the objective to generate revenue and focus on wealth management.
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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
Building profitable relationships with customers from their portfolio, to deepen and broaden account relationships with the objective to generate revenue and focus on wealth management.
...
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
Building profitable relationships with customers from their portfolio, to deepen and broaden account relationships with the objective to generate revenue and focus on wealth management.
...