Opportunity to fast track your career in Wealth Management.
Your Roles & Responsibilities:
Solicit customers for Deposits, Insurance and Investment Products within BNMs Responsible Lending Guidelines and other products as and when required by the Management;
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Drive HNW & UHNW sales growth as a leader and influencer. Contribute to Great Eastern HNW developments.
Support clients and strategic partners throughout the insurance process including case administration, and periodic portfolio review.
Conduct and organize training sessions and client events to enhance insurance product knowledge and promote integrated wealth and succession planning solutions.
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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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Ensure best practice on wealth sales is being referred to peers and others
Ensure compliance with products and sales policies, procedures and guidelines set by the Bank and the relevant authorities are adhered and complied to at all times
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• Receive a submission from the assigned dealer and initiate document collection. Transfer the documents to the Processing executive to proceed with the process.
• Site Visit to customer premises and provide report on the customer genuineness as well as according to the declaration in application.
• Initiate appointment of panel new car or any other dealer type in the future.
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