Coordinate and support end-to-end client onboarding activities, including account opening, documentation fulfilment, and the implementation of banking solutions.
Serve as a key point of contact for clients on day-to-day service matters and support the team in strengthening client relationships through effective service delivery.
Coordinate with relevant internal stakeholders and support teams to facilitate client requests and service requirements in a timely manner.
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Perform phone dunning activities on all delinquent / impaired customers assigned with adherence to the approved Collection Script to meet business goals and objectives.
Successfully work on accounts as per guideline requirements set in collection system.
Ensure the portfolio assigned are attempted within the stipulated time set by manager
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Responsible for advisory and assurance to ensure the Division/Department maintains an adequate and effective first line of defense based on the compliance and operational risk management programs;
Promote and support the Division/Department to ensure adherence with applicable banking laws, rules, regulations and internal policies, procedures and processes. Ensure action plans are developed by the Division/Department to address the risk and control issues;
Enable the effective execution of the operational risk and compliance risk framework throughout the Division/Department, with respect to identifying, quantifying, reviewing, evaluating, and mitigating risk to ensure that all compliance and risk categories are identified and managed in accordance with regulatory, internal policies and procedures requirements.
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Meet targets by soliciting new-to-bank and aggressive cross selling to existing customer base with focus on cross selling, increasing existing customers profitability via deposits growth.
To build and maintain profitable business relationships with business customers by increasing penetration of cash management solutions.
To use multiple prospecting methods to generate leads, set up sales meetings and pitch appropriate cash management solutions to prospects.
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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).
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Support the definition and ownership of the product vision, strategy, and roadmap for digital wealth solutions (including digital investments, portfolio management, robo‑advisory, and wealth onboarding journeys), while managing end‑to‑end project delivery to ensure timely feature execution, effective risk management, and balanced scope and trade‑offs.
Prepare clear business requirements and user stories through in‑depth analysis, partner closely with Agile squads to drive sprint planning, backlog refinement, and implementation, and develop key delivery artefacts (product backlog, test plans, and test cases) while supporting end‑to‑end testing activities including UAT, regression, and live verification as required.
Apply market, regulatory, and customer insights together with data and analytics to track key product KPIs, evaluate outcomes, and drive continuous product improvement
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To manage Pre-project scoping, business cases review, pre-project planning, risk and issue management, quality control, implementation, and post implementation review.
To provide leadership and to manage progress of demand including internal and external parties who are involved in the execution of the projects.
To analyse and manage the impacts, interfaces, and inter-dependencies of different demand/projects; and
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Lead end-to-end delivery for enhancement for banking applications enhancement, and work close with Project Delivery manager to deliver projects for banking applications.
Work closely with vendor to drive the analysis of business requirements, design technical solutions, and work with vendor to develop the enhancements.
Coordinate testing (SIT/UAT), manage timelines, and ensure on-time delivery with no /minimal disruption to business operations.
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Drive the marketing, solicitation, and retention of business deposits at branches, leveraging telemarketing and lead generation to target Small Medium Enterprise clients.
Engage actively in cross-selling a range of the bank's products and services, including business loans, wealth management solutions, structured deposits, credit cards, and more.
Contribute to dynamic marketing campaigns and activities to effectively promote our products and services.
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