Project Planning & Coordination – Plan, coordinate, and monitor project activities to ensure work is carried out according to the approved schedule, specifications, and requirements.
Site Supervision – Oversee site operations and ensure construction activities are completed safely, efficiently, and in accordance with approved drawings and methods.
Project Documentation – Prepare and maintain project documents, including progress reports, site reports, work schedules, meeting minutes, material records, and other relevant documentation.
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Financial Advisory: Conduct in-depth discovery sessions to accurately understand clients' risk tolerance, financial objectives, and time horizons to provide tailored recommendations.
Revenue Generation: Achieve key performance indicators (KPIs) by generating fee-based income through the strategic sale of wealth management products.
Market Intelligence: Stay updated on global market trends, interest rate shifts, and regulatory changes to provide proactive and timely advice to clients.
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The job responsibilities are as follows:1. Prepare quotations, Sales Orders, invoices, Delivery Orders, and other related documents accurately and according to company procedures.
Manage and maintain good relationships with credit customers to ensure smooth business operations.
Coordinate with branches, warehouse, logistics, and the Finance Department to ensure on-time delivery.
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To support the Branch Sales Manager in sales-related matters, and to guide and support Sales Advisors in activities including digital marketing and on-ground activities. Also responsible for supporting insurance renewals and sales-related reporting.