Lead Conversion: Proactively convert inbound/outbound leads into long-term business partners through professional phone consultations and WhatsApp engagement.
Assist in maintaining accurate and up-to-date financial records, including ledgers, journals, and trial balances, ensuring compliance with accounting principles.
Conduct Client Due Diligence (CDD) and KYC reviews to evaluate customers from a compliance and financial crime risk perspective while ensuring an excellent client onboarding experience.