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:

·         College/diploma 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。