Sales and Service Executive

6 days ago


Davao City, Davao, Philippines East West Banking Corporation Full time
Job Description

We are seeking a Sales and Service Executive to join our team. In this role, you will be responsible for driving business growth by prioritizing high-net-worth clients for innovative financial solutions and cross-selling.

Responsibilities
  • Generate and maintain business to achieve sales targets.
  • Sourcen and present bank products/services/investment opportunities to individuals.
  • Build an information database on existing high-net-worth clients to support relationship-building and cross-selling efforts.

You will also be responsible for implementing cross-selling and other relationship-building activities, prioritizing activities based on the level of existing/potential business and revenue contribution of clients in the assigned portfolio. Additionally, you will conduct highly professional consultative financial analysis and profiling sessions with high-net-worth clients to identify suitable financial and investment products and services for them to achieve their personal financial and investment objectives.


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