 | Acquire and manage customer relationships by providing financial planning advice in a sales oriented environment. |
| Manage customer relationships to increase share of wallet under the "Farmer" concept. |
| Provide financial planning advice to customers. |
| Meet the budget for AUM and CUM. |
| Take initiative and run activities to source leads. |
| Keep abreast of customers’ needs, market trends and competitors' program offers and activities for targeted customers regularly. |
| Liaise with customers and convert leads to sales. |
