Business Wealth Manager

Responsibilities

• The role is responsible to - increase Commercial & SME deposit growth and customer acquisition of high value New-to-bank (NTB) - Increase penetration of cash management solutions on Commercial & SME business segment through cross sell activities ultimately capturing of main operating account.
• Meet targets by soliciting new-to-bank and aggressive cross selling to existing customer base with focus on cross selling, increasing existing customers profitability via deposits growth.
• To build and maintain profitable business relationships with business customers by increasing penetration of cash management solutions.
• To use multiple prospecting methods to generate leads, set up sales meetings and pitch appropriate cash management solutions to prospects.
• Actively seeking referrals from new and existing customers.
• To actively identify potential sales opportunities and manage sales pipeline by working closely with various departments.
• Ensure timely reporting on productivity & performance to Business Wealth Team Managers.
• Participate in process improvement initiatives.
• Mentor junior team members, where required.
• To undertake any other related tasks as determined by the management of the Bank from time to time.
• Ensure and maintain a high standard of AML / KYC risk assessments of customers’ profile.

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