Duties and Responsibilities
• Provide exceptional quality service to new and existing Premium
clients relationships by providing them with the full suite of
financial products & services based on their needs.
• Maximize
profitability and create client ownership by providing the highest
level of customer service through continuous proactive sales calls &
visits to existing and new clients.
• Develop an action plan to broaden the existing client relationship by to acquiring new client relationships.
•
Achieve sales targets in line with best practice standards of services
and acting as a “Trusted Advisor” to the Premium clients.
• Adhere to Premium service quality standards and comply with Premium policies and guidelines.
•
Update all clients files and ensure that all documents related to
client are available in order to comply to KYC and AML Regulations.
• Identify and acquire new Premium clients to achieve “New To Bank” targets as well as cross sell targets.
• Review existing client relationships to ensure a greater share of wallet and higher cross sell ratios.
•
Monitor own portfolio (portfolio management) by tracking the progress
of Customer base, Asset Portfolio, Deposit Portfolio & Penetration
Ratios of products and service.
• Pay attention to client feedback
for any suggestions/concerns to propose innovative ideas for new
products and services, and escalate to the Premium Program Manager when
necessary.
• Participate in Premium program sponsorship, events & initiatives that contribute in promoting the program image.
• Retain Client ownership (strong knowledge of client account, transactions and all issues related to client).
Job Requirements
• Bachelor degree in Business Administration / Finance or Economics
• min. 2-4 years in relationship management and sales of retail products.
• Fluency in English is a must
• Excellent Communication and Time Mgt. Skills
• Very good Networking and selling skills
