01Overview
* Accountable for achieving monthly & annual sales targets, as agreed.
* Ensure proper implementation & execution of relationship management & investment advisory strategies. Ensure proper sales spread between products. Aim to balance NTB (New to Bank customers) with increase penetration of existing customers to deepen the wallet share.
* Drive and deliver a radical improvement in customer service in the local market through dynamic service leadership and the implementation of customer service strategy.
* Ensure highest levels of customer satisfaction. Interact with new customers to detail & explain all features & functions of products
* Ensure Wealth product revenue i.e. equities, fixed income, alternate products, mutual funds, structured products, portfolio managements services (PMS), AIF, Insurance. etc. and bank-related products & services Product Advice. .
