Personal Financing Consultant

Primary Objective

To achieve sales / revenue target assigned by the bank and contribute towards growing the bank's portfolio / profitability and achievement of the overall branch targets To promote and professionally sell a range of retail products to existing and potential customers i.e. Wealth products (UT, ASNB, VP, PRS, Banca RP & GI, Direct Forex and NTW), Deposits (CASA / FD, Accounts Acquisition), Assets / Financing products (PF / PFi, ASB & Credit Cards) etc. Participate in branch / region / bank (bank wide) sales & promotional activities and campaign to achieve deliverables and to acquire, build and grow mass & mass affluent customer segments Prepare and pro-actively execute sales plan, perform account opening, cross selling, upselling 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 and retail customers) and customer experience to broaden the Bank's customer base

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