To help and advice clients, grow Private segment within assigned Branch/Territory. The range and scope of his/her work ranges from helping clients with their account details giving advice on financial investments. He/she is the focal point of sustaining customer satisfaction, retain existing customers and generate additional business; acquire customers through various sales activities.
Main Responsibilities
- Portfolio growth (Assets, Liabilities, Investment products and Insurance) through customer visits, sales and retention.
- Track Portfolio trends and take action on any abnormalities observed.
- Customer retention, maximizing benefit from customers through cross-selling relevant NMB products in the segment.
- Minimization of exposures to and impact of risks while adhering to KYC, AML in managing the portfolio.
- Manage customer expectations through effective queries, complaint and correspondence handling in a timely manner as per service operating standards.
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