Drive deposit mobilisation, focusing on a cost-effective mix of CASA/TD and generating revenue through both existing portfolios and new customer acquisitions (NTB)
Develop and maintain strong customer relationships, ensuring high satisfaction levels, handling inquiries/complaints, and supporting customer banking transactions
Actively promote and cross-sell retail banking products to meet sales objectives and expand the customer base
Ensure smooth handling of portfolios, monitor customer fund movement, and visit clients for deposit acquisition and relationship deepening, while maintaining process efficiency
Coordinate with operations staff to ensure excellent service delivery, follow the sales model process, and provide timely reports to the Branch Manager, while maximizing the sale of bank products/services
Required Skills
Skills and Qualification:
Strong ability to build and maintain client relationships, cross-sell banking products, achieve sales targets, and generate revenue from both existing portfolios and new acquisitions while delivering exceptional customer service
Skilled in financial analysis, portfolio management, ensuring regulatory compliance (e.g., KYC, AML), and effectively resolving client issues while staying informed about market trends and competitor offerings
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