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Director, Elite Banking 84 views1 application

Job Purpose:

  •  Acquire and manage client relationships by offering the bank’s insurance, investment products, Mortgage, BFS products and Services across the identified customer segments to achieve financial and non-financial business objectives.
  • To plan and carry out direct marketing and sales activities, in accordance with the agreed business plans.

Key Responsibilities:

  • Achieve assigned revenue targets, AUM, CASA and customer acquisition targets.
  • Responsible for acquiring clients as well as managing, maintaining and deepening the relationships through the expertise in Financial planning and the selling of various personal Financial & Investment products.
  • To provide and maintain, on an on-going basis, a daily sales report, figures, forecasting & any other record which may be required by the Unit Head to keep up-to-date records of sales & performance.
  • Achieve best in class productivity in order to maximize the efficiency of the sales process.
  • Build and deepen relationships with existing Priority Customers to achieve increase in share of wallet and revenues.
  • Effectively meeting customer expectations and handling / reduction of customer complaints.
  • Provide professional customer service to achieve a high percentage of customer satisfaction and retention.
  • Researches potential markets, develops client referral sources and initiates contact with prospects to promote and sell the bank’s products and services.
  • Attending product trainings, to be up to-date with the market development

Key Requirements

  • Graduate with Finance or equivalent University Degree
  • Minimum 5 years’ experience in financial industry
  • High sales drive and energy levels. Ability to thrive in high pressure environments.
  • Comprehensive knowledge of banking practice and theory.
  • Good reputation and contact with HNWI’s, prominent businessmen etc.
  • Good teamwork and negotiation skills
Only candidates can apply for this job.
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