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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Needs Identification: Engage walk-in customers and conduct outbound calls to identify their financial goals and banking needs.
Product Advisory: Provide tailored financial solutions across all customer segments, including digital tools (e.g.,Bank App), corporate loans, housing loans, and deposit acquisition.
Account Opening: Support and perform the full account opening process, guiding customers seamlessly through both physical and digital onboarding.
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• Assist with annual/quarter/ad-hoc reviews within Group Compliance where required and provide administrative support for function wide meetings where necessary
• Manage user requests as the first point of contact and liaise with internal and external stakeholders on administrative/IT/facilities matters to resolve issues timely
• Provide covering administrative and secretarial support to the Head of Group Compliance which includes meeting coordination, printing of materials and meeting room booking
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· Provide prudent financial advisory solutions to meet the financial planning needs for customers
· Develop and deepen relationships with clients who have been assigned to you
· Ensure proper advisory procedures and documentation while adhering to the Bank's internal policies, business processes and regulatory requirements
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