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。