Performing professional sales presentations to the organization most senior level using an effective sales pitch.
Provide personalized service.
Satisfy clients on-going financial planning needs identified by self or Account Executive through the sale of appropriate products and services
Establish and develop sales opportunities to meet the client’s needs, introducing and working in conjunction with segment specialists
Manage the client ( companies & individual ) portfolio, making proactive contact on a regular basis and meeting clients at their convenience
Generate leads and sales by building effective working relationships with branches, Corporate Sector etc.
Generate referred business by encouraging existing clients to make recommendations.
Ensure that targeted level of business results (i.e. income, costs, client satisfaction and client recruitment) for jobholder’s own portfolio are maintained
Adhere to standards, legal and regulatory, in accordance with the ADIB guidelines and Head of sector instructions.
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