• 2.1.6 Retail sales


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    Description of role

    Responsible for helping drive bank's retail sales targets, exploring sales opportunities and maintaining communication with customers for business opportunities.

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    Core skills

    • Understand consumer needs for retail products
    • Knowledge of identifying opportunities and cross selling
    • Ability to identify and follow up on opportunities
    • Market segmentation knowledge for targeting and selecting clients
    • Awareness of customer confidentiality standards
    • Awareness of business conduct requirements
    • Understanding standards on suitability, mis-selling and fair treatment standards
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    Qualification and/ or certification

    • QFSQF Level 1

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    Industry knowledge

    • Knowledge of banking products and services
    • Understand local market trends

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    Regulatory compliance of role

    • Knowledge of banking regulatory framework
    • AML laws and regulations