Seeks job as Senior Sales Officer

Description

• Handle the high net worth individuals and corporate clients to promote product and services of the bank and relationship management with existing clients and to acquire new to bank customers with main focus on personal Finance • Manage complex, multi-product client relationships as the primary middle market banking representative • Consult with clients to determine financial needs and goals and develop growth plans • Exceed sales goals for financial products • Continuously network and build individual client base • Promptly resolve customer service issues and answer financial questions • Offer detailed research based advice on strategies to meet clients needs • Met directly with clients to review documents and discuss financial planning options • Prepared financial performance reports detalling successful plans outcomes • Achieving and exceeding own targets

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009715576414