Wealth Executive

Responsibilities

• Solicit customers for Deposits, Insurance and Investment Products within BNM’s Responsible Lending Guidelines and other products as and when required by the Management.
• Complete cold calling for all related leads assigned and increase acquisition through a high leads conversion rate.
• Source and develop new customer leads through existing customer’s referrals.
• Handle the account opening process including debit card issuance of acquired customers.
• Maintain accounts after opening (CASA, FD) to ensure accurate customer information is captured in the system.
• Facilitate HL Connect for new accounts opened to increase penetration rate of HL Connect.
• Cross‑sell other banking products as opportunities arise to increase customer stickiness with HLB.
• Exhibit high professionalism and competency when interacting with customers.
• Comply with the bank’s internal policies, SOPs, sales compliance ...