Provide leadership and management to the branch sales and operations teams to deliver the annual sales growth and targets as defined by Regional Director
To assist in the review and update of compliance policies, procedures, and manuals to ensure they remain effective and up to date.
To ensure effective implementation of appropriate policies and procedures, including Customer Due Diligence (“CDD”), record-keeping, on-going due diligence, suspicious transaction report and combating of terrorism.
Conduct regulatory related training to Group of Companies.
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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
Degree or Diploma holder
Have at least 2 years’ experience preferably with Wealth and Banca products in any FIs
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or.Build and manage sales pipeline through cold calls, from existing customer base and internal sales lea
ds.Manage end user relationships and develop solutions based on clients’ organizational requirements to strategically map a futureproofing solution to penetrate, win and protect customer accoun
ts.Work closely with internal and external consultants to develop proposals based on clients’ requiremen
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Drive Sales Growth: Develop and execute winning sales strategies, leveraging bank leads and your own network. Collaborate with branch and regional teams to acquire and retain loyal clients.
Build Lasting Relationships: Cultivate strong client relationships by offering personalized wealth solutions and identifying cross-selling opportunities that enhance their financial journey.
Stay on Track: Ensure compliance with bank policies and ethical sales practices, all while actively contributing to exciting campaigns and promotions.
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Possess basic analytical skills to conduct new analysis in understanding customers, its impact and opportunities.
Good coordination skills to drive the execution of new opportunities with retail business, retail marketing, retail distribution, data providers and analytic modelers.
Adopt and execute advance analytics practices to deepen the quality of insights and campaign leads.
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