Job Purpose

To build, grow and manage a portfolio of affluent customers with personalized service, develop close relationships, present required products, achieve maximum profitable contribution and retain customer’s loyalty/business.

Duties and Responsibilities

1. Build, grow and manage the segment portfolio. Responsible for enhancing CBI First sales and promoting cross selling of bank products to existing and potential priority customers.
2. Understand customer needs, identify financial and non-financial requirements by conducting financial need analysis (Client Profiling).
3. Responsible for conducting customer portfolio reviews and financial checks for each client as per agreed timelines.
4. Achieve revenue goals, sales and portfolio growth targets across a range of products and services (Investments, Term Deposits, CASA balances, Mortgages, Credit Cards, Bancassurance, etc.).
5. Ensure delivery of customer promise an...