This job is closed
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About the position
The role involves a need-based approach to source New to Bank (NTB) Priority Banking customers and engage them for new business opportunities. The candidate will be responsible for delivering sales targets to meet new business and acquisition goals. This includes conducting extensive marketing and systematic telemarketing on leads provided, as well as account management activities to enhance the AUM qualified criteria. Participation in various activities such as market outlook seminars, lifestyle events, and year-end gatherings is essential to acquire new customers and referrals, while also exploring opportunities to upgrade existing bank customers to qualified Priority customers. The candidate will also participate in sales promotions and activities to achieve or exceed defined sales targets and will be required to prepare and consolidate accurate reports on sales activities.
Responsibilities
- Deliver sales targets to meet new business and acquisition goals.
- Conduct extensive marketing and systematic telemarketing on leads provided and account management activities to enhance AUM qualified criteria.
- Participate in Priority and Commercial Clients activities to acquire new customers and referrals.
- Explore opportunities to upgrade existing bank customers to qualified Priority customers.
- Participate in sales promotions and activities to achieve/exceed defined sales targets.
- Prepare and consolidate accurate reports on sales activities.
Requirements
- At least 1 year experience in the financial service industry or related sales and service industry with demonstrated success in sales/service and acquisition.
- Strong product knowledge and understanding of the marketing area surrounding the branch.
- High execution focus and drive for results.
- Strong communication and interpersonal skills.
Benefits
- Core bank funding for retirement savings, medical and life insurance, with flexible and voluntary benefits available in some locations.
- Time-off including annual leave, parental/maternity leave (20 weeks), sabbatical (12 months maximum), and volunteering leave (3 days).
- Proactive wellbeing support through Unmind, a digital wellbeing platform, development courses for resilience, and access to an Employee Assistance Programme.
- A continuous learning culture to support growth, with opportunities to reskill and upskill and access to various learning formats.
- Being part of an inclusive and values-driven organization that embraces and celebrates diversity.
