PV Team Head - Kebon Jeruk 3
Core
Lead sales and portfolio growth for Privilege Banking clients with investible assets below a specific threshold, focusing on relationship management and product sales.
Role type
Senior IC sales team lead (privilege banking)
Builds
Sales revenue and client portfolios for Privilege Banking
Domain
Banking / Wealth Management
Required skills
Securities sales license, relationship management, portfolio growth, promotional activities, customer retention, revenue maximization
Preferred skills
None stated
Technologies
None stated
Responsibilities
Support promotional activities, enhance customer relationships, refer customers to other areas, maximize revenues, minimize operational losses, deepen existing relationships, minimize customer attrition
Seniority
Senior, hands-on IC