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Promote and sell bancassurance products through outbound calls, achieve daily sales and conversion targets, follow up on assigned leads, maintain accurate CRM records, submit fulfillment requests, and capture customer feedback. The role requires professional customer engagement, strong communication, target orientation, and effective lead management to support business growth and customer satisfaction.

Leads mortgage business development and innovation initiatives, including new revenue propositions, product enhancements, credit policy and customer journey projects, pricing campaigns, market analysis, regulatory adherence, stakeholder coordination, and portfolio performance reviews. The role supports strategic planning and implementation of initiatives designed to grow the mortgage portfolio profitably while addressing product-related issues and improving operational processes.

Achieve branch sales and revenue targets by promoting wealth, deposit, financing, insurance, and retail banking products. Acquire new customers, manage account openings, cross-sell and upsell products, execute sales campaigns, strengthen customer relationships, and support portfolio growth, retention, referrals, and customer experience.

Drive sales and revenue growth for bank branches by promoting wealth, deposit, financing, credit card, and other retail financial products. Acquire new customers, manage accounts, cross-sell and upsell products, execute sales plans, participate in promotional campaigns, and build relationships to support retention, referrals, and portfolio profitability.

Processes trading corrections, account openings, approvals, withdrawals, set-offs, stock transfers, and account updates. Verifies client data and documents, maintains system records, prepares reports and compliance documentation, manages dormant and suspended accounts, coordinates with sales, finance, compliance, and credit control, and supports customer statement and billing requests.

Manage and grow a corporate banking client portfolio, acquire new customers, identify financial needs, and recommend lending, deposit, trade finance, cash management, and wealth solutions. Prepare credit recommendations and proposals, achieve revenue targets, monitor market and regulatory developments, manage risks, and collaborate with product, credit, legal, and operations teams to deliver compliant, customer-focused services.

Provides comprehensive financial advice to individual clients, develops tailored plans for savings, investments, insurance, and retirement, and recommends banking and wealth management products. The role involves building client relationships, monitoring portfolios, educating customers, achieving sales targets, maintaining regulatory compliance, and collaborating across departments to deliver holistic financial solutions.

Generates customer analytics insights and campaign lead opportunities from granular data. Conducts analyses to understand customer behavior, impact, and growth opportunities; applies advanced analytics practices to improve insight quality. Coordinates opportunity execution across retail business, marketing, distribution, data providers, and analytics teams. Coaches junior staff and supervises the quality and efficiency of analytical and campaign deliverables.

Administer private trusts and estates, including payments, distributions, asset transfers, settlements, billing, collections, and trust documentation. Prepare client reports, manage HNW client relationships, support consultations and onboarding, optimize customer journeys, and maintain operating procedures. Provide coaching and advisory support to team members while ensuring accurate documentation and compliance with trust and estate service requirements.

Identify prospective mortgage customers, assess their financial needs, recommend suitable mortgage products, and guide clients through applications and approvals. Meet sales targets through lead generation and conversion, build referral relationships with real estate professionals, monitor market and regulatory developments, and provide excellent customer service throughout the mortgage process.