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.
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Responsible for promoting and marketing a wide range of banking products and services, including unit trusts, insurance, treasury investments, cards, deposits, and other retail banking products to potential clients.
Manage relationships with existing and prospective customers while providing sound financial advice to support portfolio growth and long-term engagement.
Understand customers’ financial needs and match them with suitable banking and investment solutions to create mutually beneficial opportunities.
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