Market investment products as well as cross-sell of HLBB's consumer product to the new and existing PB customer. This will include mortgages and credit cards.
Expand on new customer base through referrals from customers or through personalized/advisory services provided personally or through the Investment Consultant team
Acquisition and growth of Priority Banking customer relationship and portfolio in accordance to PB segment business goal.
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Market investment products as well as cross-sell of HLBB's consumer product to the new and existing PB customer. This will include mortgages and credit cards.
Expand on new customer base through referrals from customers or through personalized/advisory services provided personally or through the Investment Consultant team
Acquisition and growth of Priority Banking customer relationship and portfolio in accordance to PB segment business goal.
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Ensure walk-in PB customers are attended in a timely & accurately manner
Share information on Campaign or current promotion with customers & cross sell products such as Credit Card, SMF, etc
Sales referral to RMs on PB upgrade and investment products. (ensure comply to NCNS policy - ONLY perform referral, unless FIMM/IPPC/BANCA license has been obtained)
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The acquisition of NTB customers or profitability growth of ETB customers can be through a variety of products offered
Merchant services, Deposit accounts, secured loans (HP, Mortgage, OD on FD), and unsecured products (Business Cash Loans), BANCA
Growing ETB CASA balances will be one of the key focus of CBM, requiring the person to be capable of providing after sales support of helping set-up the digital platform for the customers (Connect FIRST) to perform online payment and payroll, which will ease the business transition into the Hong Leong online platform
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Actively seeking referrals from new and existing customers.
To actively identify potential sales opportunities and manage sales pipeline by working closely with Area Commercial Manager, Branch Manager and on ground team.
Ensure timely reporting on productivity & performance to Business Wealth Team Managers.
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