sales deal

Maintain and ensure growth of assigned Portfolio
Achieve CA (LCY & FCY) - Targets
Achieve Core Deposit — Targets
Achieve NTB Acquisition — Accounts Targets
Achieve Consumer Secured/Unsecured Targets
Achieve Banca/Wealth Management Targets
Initiate / Learn the operational aspect of branch

• Design and implement effective marketing strategies to sell new insurance contracts or adjust existing ones
• Contact potential clients and create rapport by networking, cold calling, using referrals etc
• Appraise the wishes and demands of business or individual customers and sell the suitable protection plans
• Collect information from clients on their risk profiles in order to offer them the proper solution
• Retain continuous awareness of transactions, sales and terms and keep relative records
• Check insurance claims to solidify trust and safeguard reputation
• Frequently replenish job-specific knowledge and apply it on the field
• Fulfill all company-established policy obligations

• Calculate the depreciation for all fixed assets.
• Perform periodic impairment reviews for intangible assets.
• Find out the potential obsolescence of fixed assets.
• Perform regular physical inventory counts of fixed assets.
• Give recommendations to management regarding the disposal (or not) of fixed assets.
• Perform analysis related to fixed assets when requested by management.
• Prepare audit schedules for fixed assets and help out auditors when they have inquiries.
• Help with property tax returns.
• Be the face of the company during government audits of fixed assets.
• Monitor the expenditures of the company for fixed assets in comparison to capital budget and management authorizations.