Date Posted:

Salary:

The job purpose are:

To meet targets sets, which include achieving individual revenue target, increasing number of customers and AUM
To achieve world class excellence customer service by providing distinctive wealth management products to customers

With key accountabilities:

Develop action plan to achieve and exceed revenue / new customer acquisition targets set for the year
Acquire new customers and constantly maintain/upgrade existing customers' portfolio. Work closely with TFO to achieve targets set.
Provide excellent service to customers (both existing and potential) by keeping close relationship and managing their investment portfolio, e.g. conduct regular meetings to assess customers’ banking needs to maximize cross selling opportunities to market bank's products and service.
Implement sales process frame work, ensure customers fully understood the offered product and ensure customers' investment profile suit the product so that there are no miss selling incident
Ensure customer complaint are handled properly and timely
Be updated on competitors' offerings on regular basis
Ensure KYC/Money Laundering Prevention is strictly complied with at all times (including maintaining regular contact with customers for periodic review) and uphold integrity and honesty as bank staff at all times
Assist Team Leader and CBG Business Manager in achieving the team and branch target

Primary Location: Indonesia

Job: Others

Schedule: Regular

Employee Status:

Full-time

Job Posting: Mar 1, 2019, 2:19:14 AM