Relationship Manager, Priority Clients

Job Summary
The purpose of the role is to
Maximize new business/acquisition/referral opportunities and deepening existing customer relationships to the specified service standards for the Priority Clients segment
Implementation And Oversight Of The Below Individual Responsibilities
To conduct a professional, consultative financial analysis and profiling session with customers to meet their financial needs/objectives.
To foster and deepen customer relationships by providing regular market information updates and trend analysis on local and international financial products.
In consultation with the PB team manager/ branch manager/ PTL, draw up monthly plans for achieving/exceeding sales targets to meet new business and customer acquisition goals
To participate in marketing and promotional activities for customer acquisition.
To source and call on individual prospects
To provide quality, efficient after-sales services
To manage anti-attrition and retention o...