Our client is one of the biggest Banking company in Asia, looking for AVP Client Advisory who is experienced in Retail Banking.
Job Description:
- Conduct daily and weekly planning of sales activities in order to reach those targets
- Increase customer account balance through continuous execution of sales activities (via calls, walk-ins, and visits):
- Introduce and explain products / promotions
- Provide product consultation
- Cross-sell
- Handle customer account-related administrative procedures / paperwork
- Account opening
- Keep track of customer communications and transactions
- Stay updated on Company products and promotions, and preferably also market products, players, and trends
- Establish and maintain good relationships with customers:
- Regular courtesy calls – to check up on customers, not just for sales purposes
- Profiling: understand needs, preferences, life styles
- Product inquiries
- Solve customer issues
- Conduct financial planning
- Uphold an overall superior service standard that is in line with Wealth Management banking image and reputation
- Ensure overall customer satisfaction
- Serve as focal point between customer acquisition team and telebanking team in ensuring seamless synchronization of customer knowledge
- Work closely with ALL members of the branch team
- All sales activities must be done in compliance with company and government regulations and policies
Requirements
- Bachelor's degree in Finance, Economics, Business, or a related field.
- Previous experience in retail banking, customer service, or financial advisory roles is preferred.
- Proven track record of building and maintaining strong client relationships.
- Excellent communication skills, both verbal and written.
- Strong analytical and problem-solving abilities.
- Ability to work in a team-oriented and fast-paced environment.
- Knowledge of retail banking products, services, and industry regulations.
- Proficiency in using banking software and Microsoft Office suite.