To service and strengthen our business relationship with developers, lawyers, Valuers & real estate agents.
Ensure compliance with internal Policies, external Authorities Regulators / Legal / ML- KYC, Credit Policies and Service Standards.
Exercise due care and diligence on matters related Money Laundering and KYC in the day to day operations, which include account opening, reporting suspicions and provide support to superior and subordinates.
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Prepare and pro-actively execute sales plan, perform account opening, cross selling, up selling and engagement with customers for retention and referrals.
To drive NTB customer acquisition (wealth and retail customers) and customer experience to broaden the Bank's customer base.
Participate in branch/region/bank sales activities and campaigns to achieve deliverables
Prepare and pro-actively execute sales plan, perform account opening, cross selling, up selling and engagement with customers for retention and referrals
Prepare and pro-actively execute sales plans for prospective customers from Bank’s leads (LMS) and self-generated leads
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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
• 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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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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Build rapport and relationship with chosen customers to establish loyalty and repeated sales and increase product holding.
Provide excellent customer service and uphold professionalism to reflect Bank’s image
Seek continuous improvement in the following areas to enhance job skills and competencies :-Product knowledge / Selling skills / Market intelligence / Competitor’s check
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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
...
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
•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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Portfolio Growth: Focus on growing the Bank's AUM through effective relationship management and acquisition of new-to-bank wealth clients.
Compliance & Risk: Ensure all transactions and client interactions strictly adhere to bank policies, internal SOPs, and industry regulations (e.g., PDPA, AMLCFT, and Shariah Governance).
Building and maintaining close relationships with relevant stakeholders and supporting internal functions.
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