• 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 acquiring new client relationships as well as new TMLs.
• 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 clients are available in order to comply with 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 services.
• 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 sponsorships events & initiatives that contribute to promoting the program image.
• Retain Client ownership (strong knowledge of client account transactions and all issues related to client)

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