Establish networking aggressively within branches and broking firms:
Conduct regular briefing and courtesy visit to branches to ensure branch sales staffs are aware of STC’s staff and Share Trading Center, and encourage cross-selling of Stockbanking product aggressively
Conduct formal visit and briefing to stock broking firms to establish close counterpart relationship, as well as creating brand awareness
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Develop and implement sales strategies, campaigns, and events in line with bank policies, while identifying new business opportunities and collaborating with other segments or SBUs to optimize delivery.
Maintain high productivity and demonstrate proactive, self-initiated efforts to consistently achieve targets.
Deliver impactful presentations to introduce CIMB@Work payroll solutions and ensure smooth payroll transition and onboarding via BizChannel/OCTO Biz, including providing training and support when required.
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Ensure walk-in PB customers are attended in a timely & accurately manner
Share information on Campaign or current promotion with customers & cross sell products such as Credit Card, SMF, etc
Sales referral to RMs on PB upgrade and investment products. (ensure comply to NCNS policy - ONLY perform referral, unless FIMM/IPPC/BANCA license has been obtained)
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Market investment products as well as cross-sell of HLBB's consumer product to the new and existing PB customer. This will include mortgages and credit cards.
Expand on new customer base through referrals from customers or through personalized/advisory services provided personally or through the Investment Consultant team
Acquisition and growth of Priority Banking customer relationship and portfolio in accordance to PB segment business goal.
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Market investment products as well as cross-sell of HLBB's consumer product to the new and existing PB customer. This will include mortgages and credit cards.
Expand on new customer base through referrals from customers or through personalized/advisory services provided personally or through the Investment Consultant team
Acquisition and growth of Priority Banking customer relationship and portfolio in accordance to PB segment business goal.
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Market investment products as well as cross-sell of HLBB's consumer product to the new and existing PB customer. This will include mortgages and credit cards.
Expand on new customer base through referrals from customers or through personalized/advisory services provided personally or through the Investment Consultant team
Acquisition and growth of Priority Banking customer relationship and portfolio in accordance to PB segment business goal.
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Working alongside EB and segment team to include Mortgage offers as part of corporates offers as part of cross-sales activities
Ensure adherence to concerned policies including on call reports, appointments with customers and pipeline management to ensure timely completion of end to end mortgage process.
Conduct regular scheduled visits and develop constant engagement with all dealers, developers and mortgage brokers aligned to country engagement model and strategy.
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Grow the AUM, fee income, profitability & customer base through active acquisition & prospecting of NTB high net worth individuals in the target market group.
Source for new business/customers.
Build rapport/enhance relationship with customers.
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Ensure walk-in PB customers are attended in a timely & accurately manner
Share information on Campaign or current promotion with customers & cross sell products such as Credit Card, SMF, etc
Sales referral to RMs on PB upgrade and investment products. (ensure comply to NCNS policy - ONLY perform referral, unless FIMM/IPPC/BANCA license has been obtained)
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