Sales & Services of Premier & UHNW customers

Acquire new to Premier (NTP) customer to achieve sales/revenue/AUM targets assigned by the Bank and contribute towards the overall Premier Banking targets

• To promote and professionally sell a range of wealth, investment and banca products to existing and potential customers
• Prepare and provide sound advisory on wealth and financial planning
• Maintain regular contacts and enhance banking relationship with customers for higher share of customers’ wallet
• Participate in branch/region/Bank sales activities and campaigns to achieve deliverables

Sales Planning & Activities

• Prepare and pro-actively execute sales plans for prospective customers from Bank’s leads (LMS) and self-generated leads
• Actively participate and collaborate with other sales personnel at PBC/branch/region on sales activities/campaigns for customer acquisition and retention
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