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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The primary responsibility of this position is to ensure that all activities related to PGG Transfill are executed in a safe manner according to AP guidelines, procedures and best practices so that in general this builds up the AP safety culture.
PRINCIPAL ACCOUNTABILITIES
To perform cylinder & dewar filling activities.
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Support Relationship Managers and Branch Leaders to improve customer satisfaction.
Partner with Relationship Managers during client engagements, conducting portfolio reviews, providing financial planning advice, and recommending solutions to customers in relation to their insurance portfolio and risk profile.
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Consultative Selling: Conduct on-site inspections and client visits to assess needs, deliver presentations and propose tailored make solutions.
Customer Experience: Act as the primary point of contact for new accounts; urgently resolve client complaints and handle customer's' queries in accordance with company policy.
Sales Administration: Manage day-to-day administrative sales workflows, including drafting proposals, executing service agreements and maintaining the system.
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