Establish client relationship treat information received from the client as highly confidentiality
Identify financial goal and KYC Conduct joint sales appointment with PFAs.
Seek/ demand proper briefing on customers’ background from PFAs and formally introduced to the customers (training and coach where necessary/ required). Establish customers’ needs for related advise, products and services based on background and conversation with customers
...
Drive Performance: Develop your team into sales superstars, managing their activity, pipeline, and skill gaps to ensure success.
Strategic Growth & Revenue:
Own Your Market: Take full accountability for the branch's top-line revenue, driving new business acquisition, client retention, price increases, and cross-selling opportunities.
...
Own Your Market: Take full accountability for the branch's top-line revenue, driving new business acquisition, client retention, price increases, and cross-selling opportunities.
Be a Data-Driven Strategist: Use sales data to review pipelines, identify winning strategies, and forecast accurately.
Become the Market Expert: Keep a pulse on market trends and competitors, sharpening our unique selling propositions.
...
Consider different routes, check climate, and traffic reports to decide the best time to travel and the best route to take (good with Waze/ Google Map applications)
Ensure the car is clean at all times, by washing, cleaning, vacuuming the interior and exterior of the car.
Ensure vehicles are in good working order and perform normal maintenance check and cleanliness before and after the daily use of vehicles
...
Actively keep a pulse on market and competitor activities and recommend strategic plans to maximize sales and profitability
Build and maintain strong relationships with service station dealers with regular site visits and team meetings, to ensure continuous delivery of outstanding customer service and implement ongoing business initiatives and assist with administrative requirement of relationship
Work closely with customer service, business support, supply chain, distribution, and governing bodies
...