Joining us as a UTC enables you to contribute towards the betterment of your investors’ financial future. Take pride in this noble career by empowering lives one at a time.
Analyzes clients' financial situations and risk tolerance to create suitable unit trust investment plans
Build diversified portfolios and provide continous financial advice and portfolio monitoring
Conduct customer profitability analysis and account strategy formulation with the help of product specialists, as required, for both existing and potential clients. Execute the account strategy plan including cross-selling activities or phase-out activities.
Be the first-line primary contact person for the customer on all queries relating to credit, deposits and other products and services including on operational issues.
To develop and maintain professional customer relationships with key decision makers (viz. CEO, CFO, Head of Treasury, Head of HR etc).
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Conduct customer profitability analysis and account strategy formulation with the help of product specialists, as required, for both existing and potential clients. Execute the account strategy plan including cross-selling activities or phase-out activities.
Be the first-line primary contact person for the customer on all queries relating to credit, deposits and other products and services including on operational issues.
To develop and maintain professional customer relationships with key decision makers (viz. CEO, CFO, Head of Treasury, Head of HR etc).
...
Administrative and Operation of Customer and/or Agent Service Section, attending to New Business, Customer Service, Life & Health Claims enquiries and requests timely and accurately.
To promote excellent service experience by providing effective and prompt update for cases referred.
To increase Company’s “e-Platform” adoption rate that is in line with organization’s direction towards digitalization.
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