Responsible for the acquisition of New-To-Bank (NTB) and New-To-Premier (NTP) customers for Premier Banking Asia (Offshore segment).
Prospect, identify and cross sell the OCBC Premier Banking value proposition to target segment.
Present value proposition to target audience through collaboration with internal and external business partners.
Managed working relationship with campaign team and product partners.
Fixing of appointments using direct face-to-face meetings or remote means via emails or tele-consulting.
Conduct all required KYC, AML process, procedures and documentation.
Identify opportunities through Bank’s internal and external channels
Develop and foster alliance with strategic partners
Devise effective acquisition campaigns
Maintain MIS for all tactical campaigns
Conduct road-shows with assigned working channels to improve referrals
LI- JK
Qualifications
Minimum 2 years of acquisition sales or business development experience with CFMAS and all relevant certifications to conduct Investment and Insurance sales.
You must have experience in covering the Non-Resident Indians (NRI) customers in Southeast Asia markets - Singapore, Malaysia, Indonesia, Philippines and Thailand markets.
Preferably Diploma or Tertiary Education.
Strong new relationship building skills and entrepreneur mindset.
Highly driven and positively motivated to over achieve assigned goals.
Effective communication and interpersonal skills.
Any Indian dialect speaking candidates will have an added advantage.
Polished and matured to handle the affluent market segment.
