He or She should possess leadership skills, people and grooming skills, strategic thinking, strategic planning, strong in execution of business plan and has the drive as well as motivation to achieve target allocated.
- Ensure that team members have delivered excellence customer service and enhance overall customer experience.
- Provide prudent financial advisory and solutions to meet the financial planning needs and requirements of Premier Customers.
- Supervise and closely monitor the activities of team members with the support of HOD.
- Engage the team members to garner fresh funds and onboard New to Bank Premier Customers.
- Monitor and executive the action plans in achieving overall deposits and loans target allocated.
- Explore Sales Dashboard of ranking all team members by performances and Review with Head of Consumer Banking.
- Provide market updates on product and business improvement/ development to relevant teams.
- Perform suitability checks and on-boarding of customers in accordance with established policies and procedures (KYC and AML).
- Execute the necessary process for transactions and liaise with operations team.
- Maintain strong internal relations and capitalize on cross-selling opportunities through collaborating with other departments to meet a diverse range of customer needs and expectations.
- Serve as a mentor for team members on financial advisory, negotiation and cross-selling skills/ techniques.