Financial Advisory: Conduct in-depth discovery sessions to accurately understand clients' risk tolerance, financial objectives, and time horizons to provide tailored recommendations.
Financial Advisory: Conduct in-depth discovery sessions to accurately understand clients' risk tolerance, financial objectives, and time horizons to provide tailored recommendations.
Relationship Managers (RM) Briefing - Provide assigned RMs/branches/region with market updates and guidance on investment strategies (in line with the house views) as well as updates on changes to investment advisory processes.
Strategize and Plan: Establish Finance vision, strategy and operating model that are customer-centric and digital enabled to support enterprise aspirations and goals, qualify the case for change and design the transformation journey roadmap
Solicit leads via referrals and cold calls for sales via marketing visits, telemarketing, launches and any other sales activities to achieve sales targets.
Solicit leads via referrals and cold calls for sales via marketing visits, telemarketing, launches and any other sales activities to achieve sales targets.
Complete training in the bank’s Premium Client Engagement Process and apply the knowledge to develop and strengthen relationships with Premium and Privilege Banking clients.
Understand and analyze our existing customer base across individual, takaful, corporate and digital platforms by customer segments. Run surveys, focus groups, leverage on digital and data to get insight to their behaviors, wants and needs. Pull all of this understanding together to develop strategies which drive repeat customer purchase, cross and upsell.
Financial Advisory: Conduct in-depth discovery sessions to accurately understand clients' risk tolerance, financial objectives, and time horizons to provide tailored recommendations.