Business Acquisition Manager
About this position
The Business Acquisition Manager is responsible for sourcing new Priority Banking customers and engaging them for new business opportunities while referring qualified clients back to the branch managed RM channel.
Responsibilities
• A need based approach to source New to Bank (NTB) Priority Banking customers and engage the customer for new Business and refer PIC AUM qualified back to branch managed RM channel.
• Deliver sales targets to meet new business and acquisition goals.
• Conduct extensive marketing and systematic Telemarketing on leads provided and if needed, account management activities in bringing up the AUM qualified criteria.
• Participate in Priority and Commercial Clients (CC) activities, i.e. market outlook seminars, lifestyle events, year - end gathering, etc to acquire new to bank customers and referrals while exploring opportunity to upgrade existing bank customers to qualified Priority customers.
• Participate in sales promotion and activities to achieve / exceed defined sales targets.
• Prepare and consolidate accurate reports on sales activities.
Requirements
• At least 1 year experience in financial service industry (or sales and service in related industry) with demonstrated success in sales/service and acquisition.
• Strong product & knowledge of marketing area surrounding branch.
• High execution focus and drive for results.
• Strong communication & interpersonal skills.