Assist customers in handling premium payment, policy enquiry, policy servicing and claims related matters
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 branch/region on sales activities/campaigns for customer acquisition and retention
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Maintaining a clean and safe workstation at all times.
Taking direction from the Sous Chef, Senior Sous Chef, and Head Chef.
Ensuring that the production, preparation, and presentation of food meet the highest quality standards, maintaining guest satisfaction, quality, and cost efficiency.
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Solicit customers for Deposits, Insurance and Investment Products within BNMs Responsible Lending Guidelines and other products as and when required by the Management;
Complete cold calling for all related leads assigned and to increase acquisition through high leads conversion rate;
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Experience• Wealth Executive: 0 - 2 years of sales experience in financial services.• Senior Wealth Executive / Associate Wealth Manager: 3 years and above of relevant experience in wealth management or priority banking.
Special Skills• Strong analytical and problem-solving skills with a focus on financial planning.• Excellent communication and interpersonal skills to build trust with high-net-worth clients.• Proactive, self-starting attitude with a strong drive for results.
Develop programs with local associations or corporates to acquire bulk customer base
Invite new qualified customers in the first month for meeting to discuss on their needs and financial goals
Build and maintain close business relationship with the qualified customer to provide value-added banking services and grow existing account balance
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