Financial Advisory: Conduct in-depth discovery sessions to accurately understand clients' risk tolerance, financial objectives, and time horizons to provide tailored recommendations.
Coordinate, support facilitate and/or execute the group, bank and IWS’s strategy and work plan, including tracking of initiatives, resolution actions of expenses, recruitment, KPI, product performance, management reporting etc
To achieve sales/revenue target assigned by the Bank and contribute towards growing the bank's portfolio/profitability and the achievement of the overall branch targets
To achieve sales/revenue target assigned by the Bank and contribute towards growing the bank's portfolio/profitability and the achievement of the overall branch targets
Develop and execute a comprehensive change communication plan throughout the project lifecycle, ensuring stakeholders and end users are informed, engaged, and prepared for upcoming changes.
Oversee customer interactions across all dealership touchpoints, including Sales, Service, and Body & Paint, to ensure a positive customer experience and compliance with company standards.