Accurately record and update customer information, interaction details, and lead status in the company's CRM system to ensure data integrity and facilitate follow-up.
Collaborate with the sales team to schedule appointments and hand over qualified leads, ensuring a smooth transition and maximizing conversion opportunities.
Achieve and exceed monthly sales targets and performance metrics through persistent follow-up and effective sales techniques.
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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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