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 promote and professionally sell a range of retail products to existing and potential customers ie. Wealth products (UT, ASNB VP, PRS, Banca RP & GI, Direct Forex and NTW), Deposits (CASA/FD, Accounts Acquisition), Assets/Financing products (PF/PFi, ASB & Credit Cards) etc.
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...
Manage and grow a portfolio of corporate and institutional clients, ensuring their financial needs are met through a comprehensive range of banking products and services.
Proactively identify and develop new business opportunities within the CBBC segment to expand the client base and increase market share.
* Conduct thorough financial analysis and due diligence on clients to assess creditworthiness and propose suitable financing solutions....
Develop and evaluate procedures, controls, user requirements, and functional specifications to identify gaps between the current state and future state, and propose enhancements to current business processes, reports, and applications to optimize system effectiveness.
Be the liaison between business and technical users and work to ensure project timelines and milestones are met.
Responsible for delivering and managing projects, individuals workstreams, and communicating project statuses to senior management....
Support the development and maintenance of strong relationships with large corporate clients by understanding their business and financial needs.
Assist in preparing credit proposals, financial analyses, and supporting documentation in compliance with internal policies and regulatory requirements.
Conduct market and industry research to identify business opportunities, emerging trends, and competitive developments....
Effectively and efficiently manages a team of Private Client Directors (PCD) in delivering revenue, client growth and service quality
Strategic planning and execute all Private business initiatives, organize/plan Private sales activities to generate sales volume and ensuring the Bank’s Private platform has a strong presence in the local market
Ensure all PCD engage all Private customers assigned frequently according to minimum engagement frequency set....
Conduct fundamental credit and relative value analysis on corporate issuers across Malaysia and Singapore markets, and produce timely, high-quality research reports for institutional clients.
Generate idea and write thematic reports on MYR and SGD credits....
Proactively identify and acquire new personal financing customers through various sales channels, including telemarketing, roadshows, and branch referrals.
Engage with customers to understand their financial needs and recommend suitable personal financing solutions (e.g., personal loans, credit cards).
Explain product features, benefits, terms, and conditions clearly and comprehensively to customers....
To promote and professionally sell a range of retail products to existing and potential customers ie. Wealth products (UT, ASNB VP, PRS, Banca RP & GI, Direct Forex and NTW), Deposits (CASA/FD, Accounts Acquisition), Assets/Financing products (PF/PFi, ASB & Credit Cards) 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....
Acquire new credit card customers through various sales activities such as roadshows, corporate sales counters, personal appointments, and sales blitzes.
Achieve assigned personal sales targets.
Key in application details and upload supporting documents into the Flash System accurately and promptly....
Proactively identify and engage with potential and existing clients to understand their financial needs and objectives.
Conduct comprehensive financial needs analysis, including assessing risk tolerance, investment horizons, and financial aspirations.
Develop and present personalized financial plans and recommendations covering areas such as savings, investments, insurance, retirement planning, and wealth management....
Proactively identify and engage with potential and existing clients to understand their financial needs and objectives.
Conduct comprehensive financial needs analysis, including assessing risk tolerance, investment horizons, and financial aspirations.
Develop and present personalized financial plans and recommendations covering areas such as savings, investments, insurance, retirement planning, and wealth management....