Market investment products as well as cross-sell of HLBB's consumer product to the new and existing PB customer. This will include mortgages and credit cards.
Expand on new customer base through referrals from customers or through personalized/advisory services provided personally or through the Investment Consultant team
Acquisition and growth of Priority Banking customer relationship and portfolio in accordance to PB segment business goal.
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Establish departmental objectives aligned with company strategy and ensure execution through clear action plans and performance tracking.
Monitor end-to-end order fulfilment processes, ensuring coordination with Supply Chain, Production, Logistics, and Quality teams for seamless execution.
Analyse customer service performance data, KPIs, and service gaps; prepare regular management reports with actionable insights.
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