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 ...