- Identify and engage with unqualified Preferred clients to develop tailored strategies for reactivation and conversion to qualified status.
- Assist customer in opening account and complete the client onboarding journey.
- Regularly review and manage the current Preferred client portfolio to ensure all clients receive adequate attention and services.
- Implement targeted initiatives to encourage existing clients to increase their deposits, helping them qualify for Preferred status.
- Organize and participate in events that support new Preferred/deposit acquisition.
- Actively seek and onboard new clients by promoting deposit products and services tailored to their financial needs.
- Ensure effective sales fulfillment by executing strategies that meet client needs and achieve deposit targets, providing a seamless experience from initial contact to account setup.
- Identify and refer clients to wealth management, loan, and bancassurance products, creating a comprehensive financial service experience.
- Educate clients on the benefits of increasing their deposits and the features of various deposit products.
- Build and maintain strong relationships with clients to foster trust and loyalty, ensuring long-term engagement.
- Attend to assigned leads promptly, ensure they are updated in the 1View/Rubik/Customer Management System, and convert leads into sales.
- Manage customer relationships, attend to feedback/complaints, and help resolve issues.
- Escalate feedback/complaints to the relevant department and ensure they are resolved.
- Stay informed about market trends and competitor offerings to effectively position the bank’s deposit products.
- Meet or exceed defined sales targets related to deposit growth and client acquisition that contribute to the overall growth of branch.
- Work closely with other teams (e.g., preferred and wealth) to align strategies and enhance service delivery.
- Address and resolve any client inquiries or issues related to deposit accounts, ensuring high levels of client satisfaction.
- Provide regular reports on client engagement, reactivation efforts, and sales performance to management, using feedback to refine strategies.
- To be well conversant with the changes of competition and marketing environment in order to provide feedback to management for appropriate action.
- Always ensure compliance with banking regulations and internal policies in all deposit-related activities.
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