職位描述
Scope of Role:
To pro-actively promote designated Retail Clients products and services and acquire new customers.
工作范疇:
主動推廣指定的個人銀行產品和服務及開發(fā)新客戶。
Key Responsibilities/Challenges 主要工作職責/挑戰(zhàn)
· 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
主要工作職責/挑戰(zhàn):
· 參與促銷活動,完成或超額完成指定的銷售目標。
· 跟進銷售機會,開發(fā)新客戶。
· 以周全、創(chuàng)新的方法使客戶滿意,提升競爭優(yōu)勢及業(yè)績表現。
· 主動銷售銀行其它產品和服務,確保達到年度銷售業(yè)績指標。
· 提供高質量、高效的售前和售后服務。
· 編寫和維護有關銷售活動的準確報告。
· 負責實施各項反洗錢的需求并且確保符合反洗錢的合規(guī)要求。