Sales Officer (Trust Banking Group)
Job Summary:
- Responsible for the marketing, sales and distribution of Trust Banking Group’s Unit Investment Trust Funds (UITFs) with the objective of growing AUM and revenue from existing and new customers.
- Develop and implement strategies to grow market share, customer base, AUM and revenue on target customer segments
- Execute the channel road map for sustained growth of the UITF business, aligned with plans of the Bank’s customer segment owners
- Coordinate with the Product Management Department (PMD) to provide the properly curated product suite according to Customer Segment, current events and prevailing market conditions.
- Develop marketing and sales strategies together with Investment Products Division – Product Management Department (IPD-PMD)
- Coordinate closely with IPD-PMD to ensure that marketing communication programs are in place for all channels being served.
- Monitor market trends, and actively takes action on trends, current events, competition and opportunities.
- Implement necessary channel enhancements / changes / rationalization to optimize business opportunities and to improve customer experience
- Assist the Head of Channel Management in analyzing customer and business analytics in aide of business development strategies
- Ensures full compliance to regulatory requirements.
Qualifications:
- Preferably with hardcore experience in Sales, Financial Services and/or Investment Products
- Effective communication, presentation, and negotiation skills
- Able to work in a fast-paced, competitive environment
- Preferably licensed UITF personnel
- Relationship management, Customer service and attentive to detail & time efficient