- Lead, motivate, and mentor a team of sales representatives to achieve individual and team sales targets.- Develop and implement effective sales strategies to drive revenue growth and expand market share.- Identify new business opportunities and cultivate relationships with potential clients.- Analyze sales data and market trends to identify opportunities for optimization and improvement.- Collaborate with marketing, product development, and other teams to ensure alignment of sales efforts with overall business objectives.- Train sales staff on product knowledge, sales techniques, and customer relationship management.- Monitor competitor activity and market dynamics to identify threats and opportunities.- Manage the sales pipeline and ensure timely follow-up on leads and opportunities.Prepare regular sales reports and forecasts for senior management.- Stay updated on industry trends, market conditions, and best practices in sales management.

- Helping out day to day planning for the director - Learning and went for courses for different types of products- Networking together with the director

- Conduct comprehensive financial assessments for clients to understand their financial situation, goals, risk tolerance, and time horizon.- Develop customized financial plans tailored to each client's unique needs and objectives.- Provide investment recommendations based on thorough analysis of market trends, economic indicators, and individual client profiles.- Offer guidance on asset allocation, portfolio diversification, and investment selection to optimize returns while managing risk.- Assist clients in retirement planning, including estimating retirement income needs, recommending suitable retirement accounts, and strategizing withdrawal strategies.- Evaluate insurance needs and recommend appropriate products such as life, disability, and long-term care insurance.- Stay updated on industry regulations, market trends, and financial products to provide informed advice to clients.- Build and maintain strong client relationships through regular communication, reviews, and updates to financial plans.- Collaborate with other professionals, such as attorneys and accountants, to provide comprehensive financial solutions for clients.

- Client Relationship Management: Cultivate and nurture relationships with new and existing clients by understanding their financial goals and offering tailored banking products and services.- Portfolio Management: Manage a portfolio of clients, including high-net-worth individuals, businesses, and organizations, ensuring their financial needs are met and maximizing revenue opportunities.- Financial Advisory: Provide expert financial advice and guidance to clients on investment opportunities, wealth management strategies, and risk mitigation.- Cross-Selling: Identify opportunities to cross-sell banking products and services, such as loans, mortgages, credit cards, and investment products, to meet client needs and increase revenue.- Risk Management: Assess and mitigate risks associated with client accounts and transactions, ensuring compliance with regulatory requirements and bank policies.- Customer Service: Deliver exceptional customer service by promptly addressing client inquiries, resolving issues, and providing support throughout the banking process.- Networking: Build a strong network of referral sources, including attorneys, accountants, and other professionals, to generate leads and expand the client base.- Market Research: Stay informed about market trends, economic developments, and industry changes to anticipate client needs and provide relevant financial advice.

- Provide exceptional customer service by greeting clients, addressing inquiries, and resolving issues promptly and courteously.- Conduct financial needs assessments for customers to understand their financial goals, preferences, and banking requirements.- Recommend appropriate banking products and services, such as checking accounts, savings accounts, loans, and credit cards, based on customer needs and eligibility.- Assist customers with account openings, closures, and account maintenance tasks, ensuring compliance with bank policies and regulations.- Process various financial transactions, including deposits, withdrawals, transfers, and bill payments accurately and efficiently.- Educate customers on digital banking tools and technology, assisting them with online and mobile banking registration, troubleshooting, and usage.- Cross-sell bank products and services to existing customers to deepen relationships and maximize customer value.- Identify opportunities to generate new business through referrals and networking within the community.- Stay informed about changes in banking regulations, products, and services to provide accurate and up-to-date information to customers.- Adhere to bank policies and procedures, including compliance with anti-money laundering (AML) and know-your-customer (KYC) regulations.

Responsibilities include assessing loan applications, verifying applicants' creditworthiness, explaining loan terms and conditions, and ensuring compliance with lending regulations.