Scope of Role:
To pro-actively promote designated Retail Clients products and services and acquire new customers.


工作范畴：


主动推广指定的个人银行产品和服务及开发新客户。
Key Responsibilities/Challenges:
Participate in sales promotions and activities to achieve/exceed defined sales targets.
Engage NTB Affluent clients via leads sourced from varies channels.

A well thought-through, creative approach to satisfy customers, improve competitive advantage and improve performance.

Actively cross-sell the bank other products / services and ensure annual financial budget is met

To provide quality, efficient before and after sales services.

To prepare and consolidate accurate reports on sales activities.

Based on a “shared sense” of purpose and approach within CB

Based on a clear division of roles (and no duplication of effort) within MD

Accountable for implementing and complying with AML requirements when performing duties





主要工作职责/挑战：


参与促销活动，完成或超额完成指定的销售目标。

跟进销售机会，开发新客户。

以周全、创新的方法使客户满意，提升竞争优势及业绩表现。

主动销售银行其它产品和服务，确保达到年度销售业绩指标。

提供高质量、高效的售前和售后服务。

编写和维护有关销售活动的准确报告。

负责实施各项反洗钱的需求并且确保符合反洗钱的合规要求。



Selection Criteria:
University degree or above;
1 year working experience or above in financial or mortgage / real estate Industry is preferred.

Relevant experience in banking experience is preferred

Good knowledge of bank products, policies, and business strategy

Good credit appraisal and marketing skills with the ability to interpret financial information

Strong personal integrity with zero disciplinary record in any previous job

Good communication and presentation skills

Presentable, good personality with good business etiquette


职位要求：

本科及以上学历。

一年以上金融或房贷或房产行业工作经验优先。

有相关银行行业销售经验者优先

了解银行产品、政策及经营策略。

良好的信用评价与营销技能，对金融市场有敏锐触角。

良好的个人诚信，无任何纪律处分纪录

良好的沟通，表达及学习能力。

优良的个性品质，勇于销售及解决业务过程中的问题。