Advise clients on various financial products such as savings accounts, fixed deposits, unit trusts, insurance policies, loans, and wealth management solutions.
Build and maintain strong, long-term relationships with clients, providing ongoing financial guidance and excellent customer service.
Monitor and review client portfolios regularly, making adjustments as necessary to adapt to changing market conditions and client circumstances.
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Prepare and process Personal Financing applications efficiently and accurately, ensuring compliance with all internal policies and regulatory requirements.
Build and maintain strong relationships with customers, providing ongoing support and addressing their inquiries or concerns.
Actively participate in sales campaigns, roadshows, and other marketing initiatives to promote Personal Financing products.
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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
Advise clients on various financial products such as savings accounts, fixed deposits, unit trusts, insurance policies, loans, and wealth management solutions.
Build and maintain strong, long-term relationships with clients, providing ongoing financial guidance and excellent customer service.
Monitor and review client portfolios regularly, making adjustments as necessary to adapt to changing market conditions and client circumstances.
...
Prepare and process Personal Financing applications efficiently and accurately, ensuring compliance with all internal policies and regulatory requirements.
Build and maintain strong relationships with customers, providing ongoing support and addressing their inquiries or concerns.
Actively participate in sales campaigns, roadshows, and other marketing initiatives to promote Personal Financing products.
...