Personal Banker Wealth

Sales Planning & Activities

1. Prepare and pro-actively execute sales plans for prospective customers from Bank’s leads (LMS) and self-generated leads.
2. Actively participate and collaborate with other sales personnel at branch/region on sales activities/campaigns for customer acquisition and retention.
3. Plan and identify cross selling/up selling to increase customers’ PHR and revenue.
4. Set appointments, sales visitations, prospecting and engagement with customers.
5. Account opening for CASA for wealth customers.

Sales Management

1. Maintain regular contact with existing customers to foster closer relationship and for referrals.
2. Work closely with Branch Manager and Regional Sales Heads on sales activities, promotion and campaigns.
3. Compliance to Bank’s policy, procedures and observe sales code of ethics.