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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To develop new business relationships by identifying suitable prospects and using various means of communication and visits to seek out suitable business opportunities. Understand Know-Your-Customer processes involved and carry out proper due diligence when on-boarding a new customer.
To perform financial & risk analysis, evaluation and decision-making and to submit well written credit presentations/memos/proposals for approval by the relevant Approving Authority based on the rules, regulations, policies, procedures and guidelines of the Bank and those of relevant regulatory authorities, as applicable.
Coordinate with other product lines, departments and units for overall development of the portfolio including tapping on cross-selling opportunities as well as ensuring prompt and proper delivery of relevant services.
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A Finance Manager oversees a company's financial operations, ensuring accurate reporting, compliance, and strategic planning to drive profitability. Key duties include preparing financial statements, managing budgets, forecasting, cost reduction, and managing risk.
Job responsibilities of Senior Account Executive:
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A Finance Manager oversees a company's financial operations, ensuring accurate reporting, compliance, and strategic planning to drive profitability. Key duties include preparing financial statements, managing budgets, forecasting, cost reduction, and managing risk.
Job responsibilities of Senior Account Executive:
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Be responsible for the accounting of your entity with the supervision of a team of 2 to 10 employees
Monitor contracts, administrative authorizations, budgets, turnover and changes in the structure's financial results
Define and implement administrative and financial management procedures as well as the indicators necessary for monitoring activity and reporting to Management
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· Oversee and manage purchasing operations across assigned product categories.
· Drive category performance by implementing strategies to increase profit margins, grow sales, and reduce out-of-stock items.
· Conduct regular reviews of product movement to identify slow-moving or non-performing items and develop strategies to improve performance or phase them out.
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Prepare the corporate secretarial team for future growth, ensuring scalable operations that can adapt to increasing demands.
Contribute the continuous improvement through the implementation of key initiatives such as standardizing SOPs, templates, structured technical training, document management systems (DMS) and naming conventions, and automation to ensure consistency, efficiency, and compliance.
Develop and implement staffing plans to effectively allocate resources, ensuring operational demands and deadlines are met.
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