Financial Advisory & Client Management
- Provide prudent financial advisory and investment solutions to meet clients financial planning needs.
- Develop and deepen relationships with assigned mass-affluent clients.
- Ensure proper advisory procedures and documentation while adhering to the Bank's internal policies, business processes, and regulatory requirements (e.g., FAA and other statutory Acts).
Sales & Target Achievement
- Achieve individual sales targets while ensuring accurate and timely completion of the entire sales and compliance process.
- Identify opportunities to cross-sell relevant financial products and services.
