Personal Financial Consultant
2 days ago
- PRIMARY OBJECTIVE
- To achieve sales/ revenue target assigned by the Bank and contribute towards growing the bank's portfolio/ profitability and the achievement overall branch targets.
- To promote and professionally sell a range of retail products to existing and potential customers (CASA/FD, Accounts Acquisition), Assets/ Financing products (PF/PFi, ASB & credit cards), Wealth products (UT, ASNB,VP, PRS, Banca RP & GI, Direct Forex and NTW).
- Participate in branch/ region/bank (bank wide) sales & promotional activities and campaigns to achieve deliverables and to acquire, build and grow mass affluent customer segments and engagement with customers for retention and referrals.
- To maintain regular contacts with customers to develop relationship and deepen share of customers wallet
- To drive NTB customer acquisition (Wealth & Retail customers) and customer experience to broaden the Bank's customer base.
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Personal Financial Consultant
2 days ago
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Personal Financial Consultant
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Personal Financing Consultant
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