Sales Planning & Activities

• Prepare and pro-actively execute sales plans for prospective customers from Bank’s leads (LMS) and self-generated leads
• Actively participate and collaborate with other sales personnel at branch/region on sales activities/campaigns for customer acquisition and retention
• Plan and identify cross selling/up selling to increase customers’ PHR and revenue
• Set appointments, sales visitations, prospecting and engagement with customers
• Account opening for CASA for wealth customers

Sales Management

• Maintain regular contact with existing customers to foster closer relationship and for referrals
• Work closely with Branch Manager and Regional Sales Heads on sales activities, promotion and campaigns
• Compliance to Bank’s policy, procedures and observe sales code of ethics