Responsible for Promoting and selling CBD consumer Asset, Liability and Investment Products to a specified portfolio of Elite customers. Responsible for providing Elite customers with a personalised Banking service, including Investment advice.
Responsible for Asset ,Liability and Investment Product sales to meet given target under Elite segment
Ensure that all product applications are filled accurately, within the agreed timeframe and all the required documents are obtained to avoid re-work
Ensure that all customer applications submitted are within CBD policy guidelines.
Proactively call existing Elite customers and make agreed target number of appointments per week to review customer needs and make sales of other suitable Elite products
Will meet relevant Elite customers at suitable external locations as required, in order to build relationships, provide service, make and close sales of Elite asset, liability and investment products
Coordinate with Special Accounts Unit (Recovery) to implement agreed actions in respect of Elite irregular accounts
Attend weekly and monthly team and area sales meetings to review performance and share best practice ideas
Ensure a consistently high level of customer service is maintained at all times
Graduate, preferably in commercially oriented discipline or Diploma in business / finance related subjects.
4 to 5 years of Priority Banking experience with a good understanding of wealth management, sales practices and proven track record in Sales. Candidates should have existing HNWI Portfolio in Sharjah and NE
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