Consolidate sales performance reports for Centre Manager
Assist in events and campaigns (coordinating, merchandise)
Key Responsibilities
Attend to walk-in or call-in clients (e.g inquiries on transactional banking, membership services, product offered, account balances, currency rates) and if necessary direct to RMs
Improve Premier Clients' experience when there are turnover in RMs- Manage the vacant port of respective Centre Manager's portfolio by maintaining the list, provide updates regularly on campaigns and rates for cross-selling and AUM
Provide strong support to Premier Relationship Managers and Premier Relationship Directors in sales activities such as pre/post sales appointments, checking of forms and follow ups on potential requirements to ensure completion of submission.
Able to present Premier Propositions, campaigns and all deposit and asset products related to Premier segment to our Premier customers in a professional manner.
Ensure smooth process flow in Premier fees charges for better customer's experience - Maintain and keep track on list of customers for Premier fees deduction to improve customer's satisfaction and reimbursements within TAT.
Ensuring 100% contact rate for all Onyx leads campaigns.