Personal Financial Consultant

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Overview

Personal Financial Consultant role requiring achievement of sales / revenue targets, promotion and professional selling of a range of retail products, and active participation in sales campaigns to grow the customer base and portfolio.

Responsibilities

• To achieve sales / revenue targets assigned by the Bank and contribute towards growing the bank's portfolio / profitability and the achievement of the overall branch targets
• To promote and professionally sell a range of retail products to existing and potential customers, including 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 and promotional activities and campaigns to achieve deliverables and to acquire, build and grow mass and mass affluent customer segments
• Prepare and pro-actively execute sales plans, perform account opening, cross-selling, up-selling and engagement with customers for retention and referrals
• To drive NTB customer acquisition (wealth and retail customers) and enhance customer experience to broaden the Bank's customer base

Requirements

Seniority level

Employment type

Job function

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