Sales Planning & Activities
- Prepare and proactively execute sales plans for prospective customers sourced from the Bank’s leads (LMS) and self-generated leads.
- Actively participate and collaborate with other sales personnel at PBC/branch/region levels on sales activities and campaigns for customer acquisition and retention.
- Provide investment and wealth advisory services to customers, including portfolio management support.
- Conduct periodic reviews of customers’ investment portfolios to grow Assets Under Management (AUM).
- Identify and plan cross-selling and up-selling opportunities to increase customers’ PHR and overall revenue.
- Arrange appointments, conduct sales visitations, prospecting, and maintain ongoing customer engagement.
Sales Management
- Maintain regular contact with existing customers to strengthen relationships and generate referrals.
- Work closely with the Centre Manager, Branch Manager, and Regional Sales Heads on sales activities, promotions, and campaigns.
- Prepare sales performance reports and competitor analysis for management review.
- Ensure full compliance with the Bank’s policies, procedures, and sales code of ethics.
Job Requirements
- Degree holder.
- Certified Financial Planner (CFP) with valid FIMM, PCE, CEILI, and IPPC licenses.
- Minimum of 2 years’ sales experience, preferably in wealth management and banca products within financial institutions.
- Pleasant personality with excellent verbal and written communication skills.
- Possess all relevant licenses required for the portfolio.
- Strong sales and results-oriented mindset.
- Good interpersonal and relationship-building skills.
