DescriptionPrimary Objective:Acquire new to Premier (NTP) customer to achieve sales/revenue/AUM targets assigned by the Bank and contribute towards the overall Premier Banking targets. To promote and professionally sell a range of wealth, investment and banca products to existing and potential customers. Prepare and provide sound advisory on wealth and financial planning. Maintain regular contacts and enhance banking relationship with customers for higher share of customers' wallet. Participate in branch/region/Bank sales activities and campaigns to achieve deliverables. Guide and mentor new and existing Relationship ManagersKey Responsibilities:Sales Planning & Activities. Prepare and pro-actively execute sales plans for prospective customers from Bank's leads(LMS) and self-generated leads. Actively participate and collaborate with other sales personnel at PBC/branch/region onsales activities/campaigns for customer acquisition and retention. Prepare and provide investment & wealth financial advisory and assistance to customers fortheir investment/wealth portfolio management. Periodic review of customers' investment portfolio and increase AUM. Plan and identify cross selling/up selling to increase customers' PHR and revenue. Set appointments, sales visitations, prospecting and engagement with customersSales Management. Maintain regular contact with existing customers to foster closer relationship and for referrals. Work closely with Centre Manager, Branch Manager and Regional Sales Heads on salesactivities, promotion and campaigns. Prepare and monitor sales performance and competitors analysis to Management. Compliance to Bank's policy, procedures and observe sales code of ethicsPeer Support. As a mentor to provide guidance to other Relationship ManagersRequirementsRequirements: Bachelor Degree - Any related field(s).Relevant experience & exposure to Wealth Management and financial productsPC / Microsoft Office literate with excellent presentation, interpersonal and communication skillPossess pleasant personality and versatileAble to interac t with customers from all walks of lifeConfident and sociable in characterBenefitsDental, Education support, Miscellaneous allowance, Medical, Loans, Sports (e.g. Gym), Parking, Vision, Regular hours, Mondays - Fridays, Casual Business Wear, Performance Based Rewards
