Assistant Manager - Wealth Acquisition - BFS

Achieving Sales Targets:

- You are accountable for achieving both monthly and annual sales targets.

- This involves actively promoting and selling financial products to both new customers (NTB - New to Bank) and existing customers.

Implementation of Strategies:

- You are responsible for implementing and executing relationship management and investment advisory strategies.

- This includes ensuring proper sales spread across different products and increasing penetration of existing customers to deepen their wallet share.

Customer Service and Satisfaction:

- A significant part of your role involves driving a radical improvement in customer service within the local market.

- This requires dynamic service leadership and the implementation of customer service strategies aimed at achieving the highest levels of customer satisfaction.

New Customer Onboarding:

- You interact directly with new customers to explain all features and functions of the products offered.

- This includes assisting in the onboarding process to ensure a smooth transition and positive experience for new clients.

Service Level Improvement:

- You are expected to ensure that service levels are constantly improving.

- This involves monitoring and enhancing the quality of service provided to customers across all touchpoints.

Customer Migration Targets:

- Meeting customer migration targets is another critical aspect of your role.

- This likely refers to converting existing customers or new customers into higher-value relationships or encouraging them to utilize a broader range of financial products.

Market Analysis and Competitive Intelligence:

- Conduct regular market analysis to identify trends, opportunities, and competitive threats.

- Use this information to adjust strategies and tactics to maintain a competitive edge in the local wealth management market.

Team Leadership and Development:

- Provide leadership and guidance to the sales and customer service team.

- Foster a culture of continuous learning and development to enhance team performance and individual capabilities.

- This includes conducting regular training sessions and performance reviews to ensure alignment with organizational goals and targets.