Maximize new business/acquisition/referral opportunities and deepening existing customer relationships to the specified service standards for the Priority Clients segment.

• Conduct a professional, consultative financial analysis and profiling session with customers to meet their financial needs/objectives.
• Foster and deepen customer relationships by providing regular market information updates and trend analysis on local and international financial products.
• In consultation with the PB team manager/branch manager/PTL, draw up monthly plans for achieving/exceeding sales targets to meet new business and customer acquisition goals.
• Participate in marketing and promotional activities for customer acquisition.
• Source and call on individual prospects.
• Provide quality, efficient after‑sales services.
• Manage anti‑attrition and retention of clients.
• Organise and...