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.
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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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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.
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Assist in calling up customers for service / sales interactions;
Carry out Branch RCSA through sample checking and effective rectification as applicable;
Accept and process transactions (deposits, withdrawals, Remittances, ANSB and any other products launched by the Bank) in a timely and accurate manner;
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Develop and implement acquisition, referral and Priority Banking customer upgrading strategies to sustain growth in the number of Priority Banking customers in the bank.
Collaborate strategically with Management teams of other business segments and sales channels to solicit high net worth referral, upgrade and business opportunity.
Responsible for achieving targets and contributing towards the Priority Banking business, in line with the bank’s Retail Wealth Management Strategy.
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Write credit applications for new account acquisition and ensure timely review and renewal of existing accounts.
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 managed.
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.
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Maintain a positive and professional attitude while handling customer inquiries
To ensure daily and monthly productivity target is achieved and exceed sales performance indicators set by management.
To maintain and uphold service standards ensuring it is complying to the compliance and consistency of Code of Conduct & Ethic policy in cards acquisition effort at all times
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Financial & Data Control: Audit POs for budget adherence, manage a centralized contract repository, and leverage data to identify cost-saving opportunities.
Milestone Management: Proactively manage renewals and expirations to prevent operational disruptions.
Drive process automation and use digital tools to reduce manual effort and improve KPI tracking (e.g., cycle times).
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Collaborate with the team to ensure timely disbursement of loans and manage customer expectations for both internal and external customers to promote good customer experience.
Attend to customers' request /issues, resolve and respond to it effectively.
Responsible for the accuracy of data creation/maintenance for accounts under his/her portfolio.
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Hold full accountability for the business performance of assigned programs and customers, including sales, Earnings Before Interest and Taxes (EBIT), and proactive cost reduction initiatives.
Manage the financial sales plan specific to production deliveries.
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Support business units with social media insights and development of creative and content to support briefed business objectives.
Monitor brand and industry topics using social listening tools to deliver monthly and ad hoc social media reports to the management to ensure we are vigilant of conversations on the brand.
Continuously apply social media best practices and be on the lookout for trending topics that the bank can leverage on for relevant content creation to increase engagement.
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Conduct detailed analysis of market trends and customer feedback specific to their component area.
Support the NGPM in gathering and prioritizing requirements from various stakeholders, focusing on the implications for their assigned component.
Actively participate in user interviews, surveys, and usability testing to gain deep insights into end-user needs and pain points related to their component.
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