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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Liaise with the truckers to collect and truck empty containers from depot to customer premise for stuffing, and to launch the laden container to port thereafter.
Prepare Permits and other relevant Applications/Declaration.
Prepare Letter of Credit & final shipping documents
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Proactively managing all action plans to grow new relationship, retaining and deepening existing high value customer portfolio
Consistently analyze/ review customers/ team members portfolio in order to be able to continuously identify opportunities for banking solution upselling and cross selling initiatives
Build and maintain customer relationship to ensure desirable customer experience and satisfaction