Branch Sales

9 hours ago


Singapore RICHDALE INTERNATIONAL EXECUTIVE SEARCH PTE. LTD. Full time
Job Responsibilities:
  • Able to maximize new business/acquisition/referral opportunities and deepening existing customer relationships to the specified service standards for the Priority Clients segment.
  • Able to conduct a professional, consultative financial analysis and profiling session with customers to meet their financial needs/objectives.
  • Able to 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.
  • Able to participate in marketing and promotional activities for customer acquisition.
  • Able to source and call on individual prospects
  • Able to provide quality, efficient after-sales services
  • Able to manage anti-attrition and retention of clients
  • Able to organise and conduct sales presentations to groups, clubs, associations, companies and other organisations.
  • Able to comply with all applicable money laundering prevention procedures and in particular, report any suspicious activity to the Transaction Monitoring Unit.
  • You need to ensure compliance with all regulations and controls as set by the

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