Proactively identify, acquire, and onboard new individual clients through various channels such as referrals, networking, and outreach activities.
Conduct comprehensive financial needs analysis and risk assessments to understand clients’ current financial position, future goals, and risk tolerance.
Develop and present tailored financial plans and investment strategies aligned with clients’ objectives.
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Proactively identify, acquire, and onboard new individual clients through various channels such as referrals, networking, and outreach activities.
Conduct comprehensive financial needs analysis and risk assessments to understand clients’ current financial position, future goals, and risk tolerance.
Develop and present tailored financial plans and investment strategies aligned with clients’ objectives.
...
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.
...
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.
...