Execute sales activities for assigned businesses/territories, including product portfolios and marketing plan introductions, order taking, marketing display set-ups and in-store merchandising
Prepare quotation/tender prices, delivery and commercial terms, in accordance with company policies
Report on the activities and products of the competitors via inputs to the competition reports
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Provide timely market updates and investment insights, coordinating with dealing and product teams where required.
Manage client portfolios, trading activity, settlement, credit exposure, and risk parameters in accordance with Bank policies.
Acquire and activate clients to achieve assigned revenue and relationship KPIs, with focus on wallet share expansion, multi-asset penetration, and recurring revenue growth.
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Refers potential customers who may be interested and/or keen in AFFIN’s other products/services to relevant parties and ensure optimal achievements of set targets.
Provides advice on financial planning and perform other service functions (i.e. carry out sales visits, prospecting and early engagements to generate leads).
Acts as takaful’s single point of contact and cultivate excellent relationship with all parties.
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Reaching out to potential business sectors and generate sustainable
Work closely with the team leads to engages relevant stakeholders in all marketing, business and promotional activities in ensuring effective and quality sales and service standard.
Manage sales processes to ensure compliance to Bank prescribed level of service standards.
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Reaching out to potential business sectors and generate sustainable
Work closely with the team leads to engages relevant stakeholders in all marketing, business and promotional activities in ensuring effective and quality sales and service standard.
Manage sales processes to ensure compliance to Bank prescribed level of service standards.
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Participate in branch/region/bank sales activities and campaigns to achieve deliverables
Prepare and pro-actively execute sales plan, perform account opening, cross selling, up selling and engagement with customers for retention and referrals
Prepare and pro-actively execute sales plans for prospective customers from Bank’s leads (LMS) and self-generated leads
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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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Take an active role in project planning and delivery, acting as the main point of contact between clients, partners, and internal teams throughout project delivery
Build and maintain strategic partner relationships
Visit clients across remote and rural locations
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Use appropriately all equipment, tools and machines.
Focus on constant improvement of training manuals and SOPs.
Participate actively in quality initiatives such as daily Chef briefings and monthly team meetings in order to constantly improve the culinary operation, meet targets and keep communication flowing.
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Monitor equipment performance indicators and implement corrective actions to address deviations from performance targets.
Adhere to all safety regulations and protocols while performing maintenance and repair tasks, ensuring a safe working environment for all team members.
Update machine status from outgoing shift to incoming shift.
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