职位描述

Scope of Role:
To pro-actively promote designated Retail Clients products and services and acquire new customers.
工作范畴：
主动推广指定的个人银行产品和服务及开发新客户。
Key Responsibilities/Challenges 主要工作职责/挑战
· Participate in sales promotions and activities to achieve/exceed defined sales targets.
· Engage NTB Affluent clients via leads sourced from varies channels.
· A well thought-through, creative approach to satisfy customers, improve competitive advantage and improve performance.
· Actively cross-sell the bank other products / services and ensure annual financial budget is met
· To provide quality, efficient before and after sales services.
· To prepare and consolidate accurate reports on sales activities.
· Based on a “shared sense” of purpose and approach within CB
· Based on a clear division of roles (and no duplication of effort) within MD
· Accountable for implementing and complying with AML requirements when performing duties
主要工作职责/挑战：
· 参与促销活动，完成或超额完成指定的销售目标。
· 跟进销售机会，开发新客户。
· 以周全、创新的方法使客户满意，提升竞争优势及业绩表现。
· 主动销售银行其它产品和服务，确保达到年度销售业绩指标。
· 提供高质量、高效的售前和售后服务。
· 编写和维护有关销售活动的准确报告。
· 负责实施各项反洗钱的需求并且确保符合反洗钱的合规要求。