Build rapport and relationship with chosen customers to establish loyalty, repeated sales and increase product holding.
Comply to statutory requirement and sales compliance in relation to FSA, KYC, AMLA and all relevant internal policies & procedures and sales compliance
Ensure best practice on wealth sales is being referred to peers and others
Ensure compliance with products and sales policies, procedures and guidelines set by the Bank and the relevant authorities are adhered and complied to at all times
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•Receive a submission from the assigned dealer and initiate document collection. Transfer the documents to the Processing executive to proceed with the process.
•Site Visit to customer premises and provide report on the customer genuineness as well as according to the declaration in application.
•Initiate appointment of panel new car or any other dealer type in the future.
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