Rapid Response: Promptly attend to all inbound inquiries (via phone, WhatsApp, email, social media, and walk-ins) within 24 hours.
Prospect Data Management: Systematically record, track, and update all prospect interactions and lead statuses to ensure an efficient follow-up pipeline.
Nurturing Pipeline: Follow up consistently on high-intent leads generated from Open Days, campus tours, website inquiries, and agent referrals.
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Rapid Response: Promptly attend to all inbound inquiries (via phone, WhatsApp, email, social media, and walk-ins) within 24 hours.
Prospect Data Management: Systematically record, track, and update all prospect interactions and lead statuses to ensure an efficient follow-up pipeline.
Nurturing Pipeline: Follow up consistently on high-intent leads generated from Open Days, campus tours, website inquiries, and agent referrals.
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Participate in branch/region/bank (bank wide) sales & promotional activities and campaigns to achieve deliverables and to acquire, build and grow mass & mass affluent customer segments.
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.
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Consultative Selling: Conduct on-site inspections and client visits to assess needs, deliver presentations and propose tailored make solutions.
Customer Experience: Act as the primary point of contact for new accounts; urgently resolve client complaints and handle customer's' queries in accordance with company policy.
Sales Administration: Manage day-to-day administrative sales workflows, including drafting proposals, executing service agreements and maintaining the system.
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Consultative Selling: Conduct on-site inspections and client visits to assess needs, deliver presentations and propose tailored make solutions.
Customer Experience: Act as the primary point of contact for new accounts; urgently resolve client complaints and handle customer’s’ queries in accordance with company policy.
Sales Administration: Manage day-to-day administrative sales workflows, including drafting proposals, executing service agreements and maintaining the system.
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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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