Proficiency in building and maintaining strong client relationships, acting as a trusted advisor and providing exceptional customer service.
Act as the primary support contact for clients throughout their OEM/ODM journey, ensuring smooth communication and timely assistance.
Respond promptly to client inquiries, concerns, and feedback, providing accurate information and solutions related to products, timelines, and processes.
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Expanding and growing new customer base & New Investment Account through referrals from existing PB customers or through personalized service recovery efforts
Growing existing relationship AUMs i.e. CASA & Fixed Deposits and ability to acquire new customers
Working with Wealth Management Office, Branch Operations, Customer Service Division, Lending Hubs to obtain comprehensive product updates that is exclusive to our affluent customers
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