Creates and conducts proposal presentations for the portfolio assigned.
Responsible to maintain cordial relationship with the corporate clients.
Drive revenue growth to the business with the existing and new corporate customers.
Ensure knowledge about the market all times to upgrade and rise up to the occasion.
Ensure that individual targets are met, along with group targets.
Ensure productivity and cross-sell various products.
Focus on acquiring new clients - identification of targets
Plan the client acquisition strategy.
Resolving customer queries and other service issues to maintain customer satisfactionand to meet client excellence.
Leveraging business from new and established client relationships.
Managing both assets and liabilities.
Strategy
Meet the business objectives initiated by the respective country Retail Clients business
Customer focus need-based selling
Deepen customer relationship and maximize penetration
Fulfills corporate employees’ banking needs including payroll and other retail products.
Business
Achieve personal sales target
Segment focus, customer focus needs-based selling
Actively reducing Non- funding, Sales Error and Increase the Premium Sourcing.
Job requires generating referrals / cross-selling other products of the bank, such as investments,insurance, mortgages, credit cards ,personal loansetc All relevant internal and external certification to be completed prior to referring / selling wealth products.Help Drive the Employee Banking one bank agenda
Attend training, acquire knowledge and apply to job function
Governance
Adhere to all policies, guidelines and procedures, comply with local regulatory requirements
To comply with all applicable money laundering prevention procedures and, in particular, report any suspicious activity to the Unit Money Laundering Prevention Officer and line manager