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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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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