Role Overview
We are seeking talents who have the passion to interact and build long‑term relationships to increase the Share of Wallet of clients. Strong sales and wealth product knowledge, good interpersonal skills and professionalism are key for this role.
Roles & Responsibilities
- Solicit customers for Deposits, Insurance and Investment Products within BNMs Responsible Lending Guidelines and other products as and when required by the Management.
- Complete cold calling for all related leads assigned and increase acquisition through a high lead conversion rate.
- Source and develop new customer leads through existing customers’ referrals.
- Handle the Account Opening process, including Debit Card issuance for acquired customers.
- Maintain accounts after opening (CASA, FD) to ensure accurate customer information is captured in the system.
- Facilitate HL Connect for newly opened accounts to increase penetration ra...