Senior Personal Financial Advisor - Ayutthaya Branch
Kiatnakin Phatra Bank
Phra Nakhon Si Ayutthaya, Thailand
On-site
Deposit, fund, and insurance sales
Marketing strategy development
Team supervision and development
Oversee deposit business, sales targets for funds, life insurance, and various insurances, developing marketing strategies to meet bank goals
Job Summary
Oversee deposit business, sales targets for funds, life insurance, and various insurances, developing marketing strategies to meet bank goals.
Responsible for sales targets, managing existing clients, acquiring new ones, and providing consultations and product sales aligned with customer needs.
Plan and supervise team performance to achieve set goals, prepare sales reports, and conduct daily/weekly/monthly team meetings.
Matching Summary
Oversee deposit business, sales targets for funds, life insurance, and various insurances, developing marketing strategies to meet bank goals.
Skills & Requirements
Must-have
Deposit, fund, and insurance sales
Marketing strategy development
Team supervision and development
Customer relationship management
New client acquisition
Nice-to-have
Adherence to regulations and policies
Proactive problem-solving
Effective negotiation skills
Key Requirements
Bachelor's degree in Economics, Accounting, Business Administration, Political Science, Finance, Banking or related fields