Senior Executive, Business Wealth Management

Key Responsibilites

• Solicit new to bank customer current account opening.
• Actively drive for deposits on new to bank customers, identify business opportunities and ensure targets allocated met.
• Monitor and execute the action plans in achieving overall deposits target & number of new to bank customers allocated.
• Promote cash management solutions (Bizsmart)
• Build pipelines through calls/prospecting potential new to Bank clients to achieve closures/mandated deals.
• To participate in sales campaigns and other promotional sales events

• Perform Partner-in-Sales / Cash management solutions presentation to clients based on the initial findings of their needs.
• Prepare proposals and tailor cash management solutions based on client’s needs.
• Prepare Account Opening Form/ set appointment to perform Straight Through Processing of Account Opening
• To ensure a high standard of customer service in line with the quality and standards set by the Bank

• Support business partners for joint marketing calls.
• Work closely with business partners for customer referrals to deepen clients’ relationships and customer’s share of wallet.

• Ensure completeness of the necessary documentations for account opening and registration and set up for implementation of solutions. To ensure compliance to the policies and procedures set by the Bank
• Obtain market intelligence, establish network and update database of competitor’s offering.
• Collate feedback on any product requirements or any issues to Product & Distribution team.

Job Requirements

• • Experience in sales and marketing to a wide range of customers with at least 1 to 2-year experience
  • Strong business acumen proactive and a highly motivated self-starter
  • Good sales and customer relationship management
  • Strong analytical skill in financial accounting and well-verse in cash flow analysis
  • Effective written and verbal communication and presentation skills
  • Good interpersonal skills & strong customer service culture & a good team player
  • Resourceful and adaptable – with ability to work in changing environment
  • Initiative, drive, enthusiasm with strong selling and negotiation skills
  • Excellent planning and organization skills to meet objectives and deadlines