Director- Elite Banking
2 weeks ago
Job DescriptionAcquire and manage client relationships by offering the bank's insurance, investment products, WM products, Mortgage, BFS products and Services across the identified customer segments to achieve financial and non-financial business objectives.
To plan and carry out direct marketing and sales activities, in accordance with the agreed business plans. Achieve assigned revenue targets, AUM, CASA and customer acquisition targets.Responsible for acquiring clients as well as managing, maintaining and deepening the relationships through the expertise in Financial planning and the selling of various personal Financial & Investment products.
To provide and maintain, on an on-going basis, a daily sales report, figures, forecasting & any other record which may be required by the Unit Head to keep up-to-date records of sales & performance.
Achieve best in class productivity in order to maximize the efficiency of the sales process.Build and deepen relationships with existing Priority Customers to achieve an increase in share of wallet and revenues.
Effectively meeting customer expectations and handling / reduction of customer complaints.
Provide professional customer service to achieve a high percentage of customer satisfaction and retention.
Research potential markets, develop client referral sources and initiate contact with prospects to promote and sell the bank's products and services.
To visit existing clients at least once in 3 months. To meet and introduce a minimum of 2 new prospective clients per day.Attending product trainings, to be up-to-date with the market developments.
Qualifications
Graduate with finance or equivalent University DegreeMust be SCA certified.2-4 years' experience in the Financial industryHigh sales drive and energy levels.
Ability to thrive in high-pressure environments.Comprehensive knowledge of banking practice and theory.
Good reputation and contact with HNWI's, prominent businessmen etc.
Good teamwork and negotiation skills.
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