Assistant Vice President, Business Wealth Management
Salary undisclosed
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Key Responsibilities
- Sales & marketing of deposits and FOREX; meet financial and investment needs of SME segments
- Actively drive for deposits on existing to Bank & new to Bank, identify business opportunities and ensure targets allocated met.
- Monitor and execute the action plans in achieving overall deposits target allocated.
- Promote cash management solutions to business clients in the SME segments
- Build pipelines through calls/prospecting potential cash management clients to achieve closures/mandated deals.
- To participate in sales campaigns and other promotional sales events
- Perform cash management solutions presentation to clients based on the initial findings of their needs.
- Prepare proposal and tailor cash management solutions based on client’s needs.
- To ensure high standard of customer service in line with the quality and standards set by the Bank
- Support business partners for joint marketing calls and cross sell / up sell cash management solutions to client
- Work closely with business partners for customer referrals and conduct training to instill product knowledge and to deepen clients’ relationships and customer’s share of wallet – SME & Transaction Banking & A@work
- 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.
- Experience in sales and marketing to a wide range of customers.
- Graduate/Non Graduate with at least 3 - 5 year experience or non-graduate with at least more than 5-year experience in all aspects of Sales and business development areas of Cash Management, payments and deposits.
- In depth knowledge of Cash Management product range including relevant branch, operational and customer service environments
- Knowledge of market trends and current developments related to Cash Management
- Good working knowledge of Pricing/Costing/Volume/Quality relationships
- Knowledge of Deposits’ regulations, business/products and operations including AML fundamentals.
- 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
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