Oversee all aspects of private banking activities that service the needs of Private Banking clients.
Plan, set and develop the strategic to ensure that sales team members (Private Banking Relationship Manager) will meet the assigned sales target and ensure that their services level will meet the customers expectations.
Lead and motivate sales team members to achieve assigned sales target within allocated recourses.
Provide guidance and coach sales team to be professional and be the representatives of Krungsri Private Banking Proposition.
Ensure all sales team members will be complied with the compliances and internal requests.
Major Accountabilities /
Prepare and pro-actively execute sales plans for both individual prospective customers and team's customers by using consulting investment and support from marketing programs.
Supervise, manage and motivate Relationship Managers sales performance to meet the assigned target within allocated resources.
Coach and develop Private Banking Relationship Managers to ensure that customer relationships are developed, expanded and they are properly leveraged to provide efficient and personalized service delivery and assure that they have product knowledges and selling skills to build the strong relationship with valued customers.
Expand portfolios of high-net-worth customers by identifying suitable prospects and sources of businesses.
Strengthen relationships with existing High Net-Worth customers through Krungsri Private Banking proposition and programs.
Provide RM solutions to solve the problems and suggest practical working methods to meet the set goals on time.
Ensure all selling processes are compiled with bank rules and regulations.
Be able to meet the customers both inside and outside bank.
Job Qualification /
Master's degree in MBA/Finance/Marketing/Economic fields.
Have working experiences at least 5-10 years in leading team in the banking industry or financial services industry with good knowledge of banking and investment products for high-net-worth clients.
Effectively and highly motivate and drive sales to meet the assigned target with good communication skill.
Strong banking background and experiences.
Knowledge on Banking products and Investment related.
Able to good communication in English is preferable.
Have CFP, Single License accreditation, Life and Non-life insurance License.
Outstanding presentation and communication skill
Good negotiation skill and well-coordinated with partners
Positive Attitude and High responsibility
Supervise & lead a team of RMs (10-12).
Good personality
Strong interpersonal skill, communication skill and self-motivated
