Personal Banker Wealth

JOB DESCRIPTION

Ø To achieve sales/revenue target assigned by the Bank and contribute towards the

achievement of the overall branch targets

Ø To promote and professionally sell a range of wealth and Banca products to existing and

potential customers

Ø To maintain regular contacts with customers to develop relationship and deepen share of

customers’ wallet

Ø Participate in branch/region/Bank sales activities and campaigns to achieve deliverables

Ø Prepare and pro-actively execute sales plan, perform account opening, cross selling, up

selling and engagement with customers for retention and referrals