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職位描述

Scope of Role:
To pro-actively promote designated Retail Clients products and services and acquire new customers.
工作范疇：
主動(dòng)推廣指定的個(gè)人銀行產(chǎn)品和服務(wù)及開(kāi)發(fā)新客戶。
Key Responsibilities/Challenges 主要工作職責(zé)/挑戰(zhàn)
· Participate in sales promotions and activities to achieve/exceed defined sales targets.
· Engage NTB Affluent clients via leads sourced from varies channels.
· A well thought-through, creative approach to satisfy customers, improve competitive advantage and improve performance.
· Actively cross-sell the bank other products / services and ensure annual financial budget is met
· To provide quality, efficient before and after sales services.
· To prepare and consolidate accurate reports on sales activities.
· Based on a “shared sense” of purpose and approach within CB
· Based on a clear division of roles (and no duplication of effort) within MD
· Accountable for implementing and complying with AML requirements when performing duties
主要工作職責(zé)/挑戰(zhàn)：
· 參與促銷(xiāo)活動(dòng)，完成或超額完成指定的銷(xiāo)售目標(biāo)。
· 跟進(jìn)銷(xiāo)售機(jī)會(huì)，開(kāi)發(fā)新客戶。
· 以周全、創(chuàng)新的方法使客戶滿意，提升競(jìng)爭(zhēng)優(yōu)勢(shì)及業(yè)績(jī)表現(xiàn)。
· 主動(dòng)銷(xiāo)售銀行其它產(chǎn)品和服務(wù)，確保達(dá)到年度銷(xiāo)售業(yè)績(jī)指標(biāo)。
· 提供高質(zhì)量、高效的售前和售后服務(wù)。
· 編寫(xiě)和維護(hù)有關(guān)銷(xiāo)售活動(dòng)的準(zhǔn)確報(bào)告。
· 負(fù)責(zé)實(shí)施各項(xiàng)反洗錢(qián)的需求并且確保符合反洗錢(qián)的合規(guī)要求。