Verified Job
Accounting - Finance
Job Title Cluster Head Branch Banking Bank Channel
Accounting - Finance
#323368
Remote / WFH
Job Description
✅ CRL is the brand Ambassador of the company. It’s very important that CRL understand basic tricks of job. Thorough on the wealth market. Very Strong in Channel Management.
✅ Driving business in the designated territory through sales of various investment products using assigned bank channels.
✅ To assist RMs in new client acquisition, building new relationships and increasing depth in existing relationships.
Specific Role Responsibilities
✔️ New Client acquisition.
✔️ Achieve revenue targets.
✔️ Activate bank channels in designated territory.
✔️ Aligning activities in line with bank activities to maximize business numbers.
✔️ Keep abreast of the Products, market news, financial trends and current affairs.
✔️ Training to team assigned.
✔️ Business MIS & Reporting
✅ Driving business in the designated territory through sales of various investment products using assigned bank channels.
✅ To assist RMs in new client acquisition, building new relationships and increasing depth in existing relationships.
Specific Role Responsibilities
✔️ New Client acquisition.
✔️ Achieve revenue targets.
✔️ Activate bank channels in designated territory.
✔️ Aligning activities in line with bank activities to maximize business numbers.
✔️ Keep abreast of the Products, market news, financial trends and current affairs.
✔️ Training to team assigned.
✔️ Business MIS & Reporting
