The role is a customer facing role managing our highest value customers where professionalism, customer focus and a broad understanding of the fundamentals of financial planning are critical to the success of the business.
The role holder has a responsibility to acquire, cross sell and retain a portfolio of Premier customers, working with the broader branch and direct teams to ensure achievement of the business performance measures and plan (as defined by IWPB).
Active management of a portfolio of Premier customers, completing full reviews to establish and address their immediate and future financial requirements.
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The role is a customer facing role managing our highest value customers where professionalism, customer focus and a broad understanding of the fundamentals of financial planning are critical to the success of the business.
The role holder has a responsibility to acquire, cross sell and retain a portfolio of Premier customers, working with the broader branch and direct teams to ensure achievement of the business performance measures and plan (as defined by IWPB).
Active management of a portfolio of Premier customers, completing full reviews to establish and address their immediate and future financial requirements.
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To provide appropriate financial solutions to our Premier Banking customers and expand the Premier Franchise by acquiring new Premier Banking customers via various marketing initiatives.
To plan, organize, participate and execute event and sales activities inline with the Premier Banking business direction and related sales initiatives.
To provide excellent customer experience to our Premier Banking customers at all touch points via 3 distinctive service elements ie cared for, excellent and enhanced value.
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Conduct customer profitability analysis and account strategy formulation with the help of product specialists, as required, for both existing and potential clients. Execute the account strategy plan including cross-selling activities or phase-out activities.
Be the first-line primary contact person for the customer on all queries relating to credit, deposits and other products and services including on operational issues.
To develop and maintain professional customer relationships with key decision makers (viz. CEO, CFO, Head of Treasury, Head of HR etc).
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Meet targets by soliciting new-to-bank and aggressive cross selling to existing customer base with focus on cross selling, increasing existing customers profitability via deposits growth.
To build and maintain profitable business relationships with business customers by increasing penetration of cash management solutions.
To use multiple prospecting methods to generate leads, set up sales meetings and pitch appropriate cash management solutions to prospects.
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To drive business growth, increase market share and the team/ Bank's profitability via continuously identifying opportunities and provide solutions to meet the customers' needs through cross-selling of AmBank Group's whole suite of products and services.
Achieve the agreed budget/targets in total revenue, fee income, PBT, ROE for the team.
Market and manage key client relationships on a consultative approach by understanding the clients' business and financing requirements.
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Manage a portfolio of existing Commercial Banking Account relationship in order to grow both funded income and non–funded income.
Manage a portfolio of accounts in order to provide value – added banking advice and customized financial solutions in order to optimize revenue generation from the portfolio.
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Manage a portfolio of existing Commercial Banking Account relationship in order to grow both funded income and non–funded income.
Manage a portfolio of accounts in order to provide value – added banking advice and customized financial solutions in order to optimize revenue generation from the portfolio.
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Manage a portfolio of existing Commercial Banking Account relationship in order to grow both funded income and non–funded income.
Manage a portfolio of accounts in order to provide value – added banking advice and customized financial solutions in order to optimize revenue generation from the portfolio.
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Manage and drive In Store Execution for all new product launches and Big Hits to deliver 5P's KPIs including planograms and reduce Out of Stock issues
Provide monthly reporting on competitor, category and product information and publish new launch status in Distribution, Market Shares and In Store Execution
Lead a team of Merchandisers to ensure effective coverage, frequency of visiting the assigned stores or customers and 5P's execution
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