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The Business Development Executive supports the Branch Manager in expanding business profitability, managing portfolios, enhancing agency programs, and ensuring compliance with regulatory guidelines.

Advise and onboard individual clients, assess financial needs, create tailored financial plans, recommend banking and investment products, manage and review client portfolios, meet sales targets, and ensure regulatory compliance while maintaining strong client relationships.

Identify and onboard clients, conduct financial analysis, develop financial plans, recommend products, monitor portfolios, ensure compliance, and achieve sales targets.

Sell PF products, meet individual and group sales targets, develop and execute sales plans, and cross-sell retail banking products. Deliver high-quality customer service, maintain compliance with bank policies, and uphold the bank’s brand. Keep the sales centre well maintained and support operational standards.