Strong relationship management and client-facing skills, with the ability to build, grow, and retain SME customer portfolios.
Solid knowledge of SME banking products, including lending, deposits, trade finance, and cash management solutions.
Financial analysis and credit assessment capabilities, including the ability to review financial statements and evaluate business viability and risk.
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Single touch point to serve the high net-worth individuals to fulfill their financial & banking needs via financial planning & customized wealth solutions.
Ensure achievement of targets assigned.
Work with the Branch Manager to ensure sales activities are in line with business direction.
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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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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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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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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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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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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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