Senior Personal Financial Advisor - Central World Branch
Kiatnakin Phatra Bank
Bangkok, Thailand
On-site
Deposit and investment product sales
Customer relationship management
Team performance management
Oversee deposit business, sales targets for deposits, funds, life insurance, and various insurances, developing marketing strategies to meet bank goals
Job Summary
Oversee deposit business, sales targets for deposits, funds, life insurance, and various insurances, developing marketing strategies to meet bank goals.
Responsible for sales targets, managing existing clients, and acquiring new ones to create business opportunities, while coaching the team for effective service delivery.
Plan and supervise team work to achieve set goals, prepare sales performance reports, and conduct daily/weekly/monthly team meetings to drive sales and review performance.
Matching Summary
Oversee deposit business, sales targets for deposits, funds, life insurance, and various insurances, developing marketing strategies to meet bank goals.
Skills & Requirements
Must-have
Deposit and investment product sales
Customer relationship management
Team performance management
Adherence to regulations
Nice-to-have
Strategic marketing planning
Employee development and coaching
Proactive problem-solving
Key Requirements
Bachelor's degree in Economics, Accounting, Business Administration, Political Science, Finance, Banking, or related fields