Identify and cultivate new customer relationships, actively seeking opportunities to cross-sell and up-sell banking products, particularly within the personal finance (PF) segment.
Conduct thorough financial needs analyses for individual clients, understanding their financial goals, risk appetite, and current financial situation.
Propose suitable personal finance products and services, including but not limited to savings accounts, current accounts, fixed deposits, credit cards, personal loans, mortgages, and investment products.
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Identify and cultivate new customer relationships, actively seeking opportunities to cross-sell and up-sell banking products, particularly within the personal finance (PF) segment.
Conduct thorough financial needs analyses for individual clients, understanding their financial goals, risk appetite, and current financial situation.
Propose suitable personal finance products and services, including but not limited to savings accounts, current accounts, fixed deposits, credit cards, personal loans, mortgages, and investment products.
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Assist the Sales Manager in developing and implementing sales strategies and action plans for personal finance products (e.g., personal loans, credit cards, mortgages).
Supervise and motivate a team of Personal Finance Sales Executives to achieve individual and team sales targets.
Monitor sales performance, analyze sales data, and prepare regular reports for management.
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