Prepare and pro-actively execute sales plan, perform account opening, cross selling, up selling and engagement with customers for retention and referrals To drive NTB customer acquisition (wealth and retail customers) and customer experience to broaden the Bank's customer base
Degree or Diploma holder
Have at least 2 years’ experience preferably with Wealth and Banca products in any FIs
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Prepare and pro-actively execute sales plan, perform account opening, cross selling, up selling and engagement with customers for retention and referrals.
To drive NTB customer acquisition (wealth and retail customers) and customer experience to broaden the Bank's customer base.
To perform site inspection and prepare Site Visitation Report.
To gather and provide project information and documents for EF submissions.
To conduct relevant Credit Bureau Check (i.e. CTOS / Experian / etc), SM search to ensure no adverse litigation/ bankruptcy action against the company & directors
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