Personal Financial Consultant

Job Description About the Role To promote and professionally sell a range of retail products to existing and potential customers ie. 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. To achieve sales/revenue target assigned by the Bank and contribute towards growing the bank's portfolio/profitability and the achievement of the overall branch targets.

Responsibilities

Participate in branch/region/bank (bank wide) sales & promotional activities and campaigns 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, up selling and engagement with customers for retention and referrals.

To drive NTB customer acquisition (wealth and retail customers) and customer experience to broaden the Bank's customer base.

Qualifications

Degree or Diploma holder.

Required Skills

Have at least 2 years experience preferably with Wealth and Banca products in any FIs. Pleasant personality with excellent verbal and written communication skills. Good interpersonal and relationship building skill. Possess with CUTE & Banca/Takaful license and any other relevant licenses required for the portfolio. Sales and result oriente Attachments