• Proactively identify and acquire new clients and build long-term relationships.• Penetrate and achieve monthly targets allocated.• Prepare and execute sales plans for potential client sourced from the Company’s leads and self-generated leads.• Actively participate in promotional sales and marketing events and market the Company products and services.• Ensure consistent delivery of high – quality services to clients through standards and good business conduct.• Ensure strict compliant to the Company’s standard policy and procedures and internal control and compliance and regulatory requirements.
Develop new business and maximizing existing business by promoting, marketing and structuring financing products that suits customer financing requirements as well as cross selling other products and/ or services available at MBSB.
Design and implement a strategic business plan to achieve departmental and individual KPIs Maintain high quality of account portfolio and to increase SME and Commercial Portfolio growth.
Prepare, evaluate and review credit proposal paper to ensure high quality standard to be presented to the respective approving authority for approval i.e. MICC, BICC, BOARD, ect.
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Conduct thorough financial analysis and due diligence on clients to assess creditworthiness and propose suitable financing solutions.
Structure and negotiate complex financing deals, including loans, trade finance, cash management, and other treasury products, ensuring compliance with internal policies and regulatory requirements.
Collaborate with product specialists and internal stakeholders to cross-sell banking products and services, maximizing client profitability and wallet share.
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Consistently meet and surpass monthly mortgage sales targets, onboard affluent clients, and cross sell other affluent products such as Mortgage Reducing Term Assurance (MRTA) and Mortgage Level Term Assurance (MLTA) through effective sales strategies and customer engagement.
Build and maintain strong relationships with customers, real estate agents, and developers.
Identify and develop new business opportunities through alliance tie-ups such as real estate agents, mortgage brokers, developers & lawyers.
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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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Manage and grow a portfolio of corporate and institutional clients, ensuring their financial needs are met through a comprehensive range of banking products and services.
Proactively identify and develop new business opportunities within the CBBC segment to expand the client base and increase market share.
* Conduct thorough financial analysis and due diligence on clients to assess creditworthiness and propose suitable financing solutions.
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Manage and grow a portfolio of corporate and institutional clients, ensuring their financial needs are met through a comprehensive range of banking products and services.
Proactively identify and develop new business opportunities within the CBBC segment to expand the client base and increase market share.
* Conduct thorough financial analysis and due diligence on clients to assess creditworthiness and propose suitable financing solutions.
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Attend to customers and assist CRMs in various wealth product transactions and account opening as needed or resolve problems highlighted by them immediately and accurately
Assist CRMs to attend to the referrals/ leads triggers when CRM is not around, i.e. training, out for appointment, on leave and etc
Produce all correspondences, i.e. letter, inquiries within specified turnaround time.
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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
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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
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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 proactively execute sales plans for prospective customers sourced from the Bank’s leads (LMS) and self-generated leads.
Actively participate and collaborate with other sales personnel at PBC/branch/region levels on sales activities and campaigns for customer acquisition and retention.
Provide investment and wealth advisory services to customers, including portfolio management support.
...
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
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Managing key relationships with existing and potential customers and provide sound advice in the effective management of their finances in view of portfolio expansion.
Acquiring and deepening relationships with New to Bank Priority Bank Clients to identify business opportunities related to own core business products or refer to supporting channels.
Marketing and promoting a wide range of banking products and services, i.e. unit trusts, bancassurance other retail banking products to potential clients with a starting Asset under Management (AUM) of > 250k and above.
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Managing key relationships with existing and potential customers and provide sound advice in the effective management of their finances in view of portfolio expansion.
Acquiring and deepening relationships with New to Bank Priority Bank Clients to identify business opportunities related to own core business products or refer to supporting channels.
Marketing and promoting a wide range of banking products and services, i.e. unit trusts, bancassurance other retail banking products to potential clients with a starting Asset under Management (AUM) of > 250k and above.
...
Prepare and proactively execute sales plans for prospective customers sourced from the Bank’s leads (LMS) and self-generated leads.
Actively participate and collaborate with other sales personnel at PBC/branch/region levels on sales activities and campaigns for customer acquisition and retention.
Provide investment and wealth advisory services to customers, including portfolio management support.
...
Consistently meet and surpass monthly mortgage sales targets, onboard affluent clients, and cross sell other affluent products such as Mortgage Reducing Term Assurance (MRTA) and Mortgage Level Term Assurance (MLTA) through effective sales strategies and customer engagement.
Build and maintain strong relationships with customers, real estate agents, and developers.
Identify and develop new business opportunities through alliance tie-ups such as real estate agents, mortgage brokers, developers & lawyers.
...
Prepare and proactively execute sales plans for prospective customers sourced from the Bank’s leads (LMS) and self-generated leads.
Actively participate and collaborate with other sales personnel at PBC/branch/region levels on sales activities and campaigns for customer acquisition and retention.
Provide investment and wealth advisory services to customers, including portfolio management support.
...
Prepare and proactively execute sales plans for prospective customers sourced from the Bank’s leads (LMS) and self-generated leads.
Actively participate and collaborate with other sales personnel at PBC/branch/region levels on sales activities and campaigns for customer acquisition and retention.
Provide investment and wealth advisory services to customers, including portfolio management support.
...
Prepare and proactively execute sales plans for prospective customers sourced from the Bank’s leads (LMS) and self-generated leads.
Actively participate and collaborate with other sales personnel at PBC/branch/region levels on sales activities and campaigns for customer acquisition and retention.
Provide investment and wealth advisory services to customers, including portfolio management support.
...