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Scope of Role: To pro-actively promote designated Retail Clients products and services and acquire new customers. 工作范疇： 主動推廣指定的個人銀行產品和服務及開發(fā)新客戶。 Key Responsibilities/Challenges 主要工作職責/挑戰(zhàn) · Participate in sales promotions and activities to achieve/exceed defined sales targets. · Engage NTB Affluent clients via leads sourced from varies channels. · A well thought-through, creative approach to satisfy customers, improve competitive advantage and improve performance. · Actively cross-sell the bank other products / services and ensure annual financial budget is met · To provide quality, efficient before and after sales services. · To prepare and consolidate accurate reports on sales activities. · Based on a “shared sense” of purpose and approach within CB · Based on a clear division of roles (and no duplication of effort) within MD · Accountable for implementing and complying with AML requirements when performing duties 主要工作職責/挑戰(zhàn)： · 參與促銷活動，完成或超額完成指定的銷售目標。 · 跟進銷售機會，開發(fā)新客戶。 · 以周全、創(chuàng)新的方法使客戶滿意，提升競爭優(yōu)勢及業(yè)績表現。 · 主動銷售銀行其它產品和服務，確保達到年度銷售業(yè)績指標。 · 提供高質量、高效的售前和售后服務。 · 編寫和維護有關銷售活動的準確報告。 · 負責實施各項反洗錢的需求并且確保符合反洗錢的合規(guī)要求。