Prepare and pro-actively execute sales plans for prospective customers from Bank’s leads (LMS) and self-generated leads
Actively participate and collaborate with other sales personnel at PBC/branch/region on sales activities/campaigns for customer acquisition and retention
Prepare and provide investment & wealth financial advisory and assistance to customers for their investment/wealth portfolio management
...
Prepare and pro-actively execute sales plans for prospective customers from Bank’s leads (LMS) and self-generated leads
Actively participate and collaborate with other sales personnel at PBC/branch/region on sales activities/campaigns for customer acquisition and retention
Prepare and provide investment & wealth financial advisory and assistance to customers for their investment/wealth portfolio management
...