summary

job details

about the job

This is a branch client facing sales position where you will be focusing on the following:

Engage, prospect and account management of a portfolio of clients across insurance and investment portfolio.

Maximize business acquisition, deepen existing customer relationships, and drive referral opportunities within the Personal Clients segment.
Initiate new customer sourcing through direct calling, participation in marketing, and promotional activities.
Ensure high-quality, efficient after-sales services and actively manage client retention and anti-attrition initiatives.

skills and experience required ...

about the job

This is a branch client facing sales position where you will be focusing on the following:

Engage, prospect and account management of a portfolio of clients across insurance and investment portfolio.

Maximize business acquisition, deepen existing customer relationships, and drive referral opportunities within the Personal Clients segment.
Initiate new customer sourcing through direct calling, participation in marketing, and promotional activities.
Ensure high-quality, efficient after-sales services and actively manage client retention and anti-attrition initiatives.

skills and experience required

Proven experience in banking sales or financial services is preferred
Demonstrated ability to cultivate strong business relationships and client loyalty.
Excellent communication and interpersonal skills with a genuine enjoyment of client interaction.
Highly self-motivated and target-driven.

To apply online please use the apply function.
(EA: 94C3609/ R21103354)

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