Posted 4 months ago
【通路發展處.富裕客群暨薪綜拓展管理部.富客拓展二科】富裕客群專員兼任板橋分行業務專員凱基人壽保險股份有限公司 KGI Life Insurance Co. · Banqiao
【通路發展處.富裕客群暨薪綜拓展管理部.富客拓展二科】富裕客群專員兼任板橋分行業務專員
BanqiaoOn-siteFull-time
AI Summary
Develops and manages personal payroll transfer business for high-net-worth clients, promotes financial products, and maintains relationships across banking units to achieve sales targets.
About this role
Join us to build a leading financial company in Asia!
Job Family
業務管理-個人金融/Retail Banking (Job Family)Job Description
積極開發薪轉業務，提供客戶合適的金流方案，達成個人薪轉業務目標
1.開發目標之薪轉客戶，瞭解客戶的需求，執行薪轉業務之推廣與策略
2.維繫既有薪轉客戶，提供即時產品服務，提升與本行往來黏著度
3.各項交叉銷售之商品協銷與轉介
4.維護與分行/消金/商金/企金之關係，進行有效的溝通與合作，以利達成個人薪轉目標
Education – Degree / Field of Study
Work Shift
正常工時 (Regular) - 需打卡 (Taiwan)Skills
Banking OperationsBusiness DevelopmentClient Relationship ManagementCross-sellingCustomer Needs AnalysisPayroll TransferProduct PromotionSales Strategy
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