To develop new business relationships by identifying suitable prospects and using various means of communication and visits to seek out suitable business opportunities. Understand Know-Your-Customer processes involved and carry out proper due diligence when on-boarding a new customer.
To perform financial & risk analysis, evaluation and decision-making and to submit well written credit presentations/memos/proposals for approval by the relevant Approving Authority based on the rules, regulations, policies, procedures and guidelines of the Bank and those of relevant regulatory authorities, as applicable.
Coordinate with other product lines, departments and units for overall development of the portfolio including tapping on cross-selling opportunities as well as ensuring prompt and proper delivery of relevant services.
...
To develop new business relationships by identifying suitable prospects and using various means of communication and visits to seek out suitable business opportunities. Understand Know-Your-Customer processes involved and carry out proper due diligence when on-boarding a new customer.
To perform financial & risk analysis, evaluation and decision-making and to submit well written credit presentations/memos/proposals for approval by the relevant Approving Authority based on the rules, regulations, policies, procedures and guidelines of the Bank and those of relevant regulatory authorities, as applicable.
Coordinate with other product lines, departments and units for overall development of the portfolio including tapping on cross-selling opportunities as well as ensuring prompt and proper delivery of relevant services.
...
Actively seeking referrals from new and existing customers.
To actively identify potential sales opportunities and manage sales pipeline by working closely with Area Commercial Manager, Branch Manager and on ground team.
Ensure timely reporting on productivity & performance to Business Wealth Team Managers.
...
Ensure acceptable asset quality of existing portfolio by being pro-active and up-to-date in terms of market intelligence in relation to accounts and industry of portfolio management.
Work closely with product partners including Trade Services, Global Markets, and Deposit & Liability Management in order to meet financial and banking requirements of clients in a wholesome manner.
Ensure that banking facilities offered to clients are structured in compliance with credit lending policies.
...
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.
Prepare and process personal financing applications efficiently and accurately, ensuring compliance with internal policies and regulatory requirements.
Maintain strong relationships with existing customers, identifying opportunities for cross-selling and up-selling of other bank products.
Resolve customer inquiries and complaints professionally and in a timely manner.
...
Promote and cross sell Bank’s related products to clients.
Participate in all marketing and promotional activities conducted by branch management and to ensure smooth execution of the event.
Reviewing clients’ credit limit and ensuring the limit is given based on collateral and financial standing and track record of clients ( new and existing) to minimize contra losses and improve risk management within the team.
...
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
...
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.
Grow the AUM, fee income, profitability & customer base through active acquisition & prospecting of NTB high net worth individuals in the target market group.
Source for new business/customers.
Build rapport/enhance relationship with customers.
...