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
Revenue Growth & Secondary Sales (Upselling & Cross-selling): Gain a deep understanding of clients' business pain points to pitch upgraded features (Upsell) or complementary solutions (Cross-sell), driving contract renewals and expanded revenue.
Cross-functional Coordination: Act as the client's internal advocate by gathering requirements and collaborating with internal product, technical, delivery, and support teams to ensure on-time, high-quality execution.
Risk Management & Problem Resolution: Promptly respond to client complaints or unexpected issues, coordinating resources to resolve challenges and turn dissatisfaction into trust.
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