Source for prospective clients (Personal, Priority and Business Banking) for mortgage loans through alliance tie-ups such as real estate agents, mortgage brokers, developers & lawyers.
You will use your Impact and Influence, Networking Skills to maintain and build relationships with existing and new to Bank customers, prospects and business partners.
Single touch point to serve the high net-worth individuals to fulfill their financial & banking needs via financial planning & customized wealth solutions.
Solicit leads via referrals and cold calls for sales via marketing visits, telemarketing, launches, road show and any other sales activities to achieve sales targets.
Financial Advisory: Conduct in-depth discovery sessions to accurately understand clients' risk tolerance, financial objectives, and time horizons to provide tailored recommendations.