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。
任职要求: 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: ? 大专及以上学历。 ? 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。