Sales & Product Promotion: Actively pitch, promote, and explain various loan and financing products to potential clients and warm leads.
Consultative Selling: Assess customer financial needs and match them with appropriate loan solutions, guiding them seamlessly through the application and documentation process.
Lead Management & Relationship Building: Actively follow up on sales leads, nurture existing client relationships, and build a strong referral network.
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Customer Outreach & Negotiation: Perform outbound calls and attend to inbound collection inquiries promptly. Negotiate settlement plans professionally while building positive rapport with clients.
Legal & Strategy Liaison: Collaborate with legal counsel on complex cases and implement strategic action plans to maximize recoveries and minimize collection losses.
Account Management: Track ongoing loans to minimize defaults and bad debts, ensuring all collection actions strictly align with corporate guidelines and policies.
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Function as a Corporate Accounts Executive, handling communications with multiple clients, understanding and communicating the clients’ business needs with internal team, and retain clients for renewal of contracts.
Prepare basic reports, and assist with preparation of demo decks for clients.
Learn and be able to explain the specifics of our scope of services to clients.
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Manage the full set of accounts, including accounts payable, accounts receivable, general ledger, and month-end closing processes.
Prepare monthly, quarterly, and annual financial statements and reports for management review. Ensure accuracy and compliance with accounting standards.
Assist in budgeting, forecasting, and variance analysis to support the retail business’s financial planning.
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Candidates should possess strong skills in Financial Planning to design comprehensive, long-term client strategies.
Candidates should possess solid knowledge of Investments and Wealth Management Services to recommend appropriate solutions aligned with client goals and risk profiles.
Candidates should possess a good foundation in Finance to interpret financial data, market trends, and product features.
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Execute a QA/QC audit framework for AI-generated ticket responses, evaluating accuracy, policy adherence, tone, and resolution quality against defined standards, using this to improve AI model.
Map existing operational workflows end-to-end; identify bottlenecks, manual steps, and failure points; propose and implement more efficient and automated alternatives.
Build and maintain process documentation (SOPs, decision trees, and workflow guides) that supports both human agents and the AI model.
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Manage the Contract Management System for contract depository: Ensure all signed contracts are recorded and deposited in the contract management system.
Turnaround time to draft, review agreements: Review of contracts and documents and providing advise on legal matters as required and requested by Internal Stakeholders
Has basic knowledge of contract, commercial and corporate laws.
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Manage daily office operations and ensure a productive, safe and efficient working environment; including office maintenance, facilities management and coordinate with building management, vendors and service providers.
Take full ownership of the assigned region and ensure smooth, consistent day-to-day operational execution in line with company guidelines and SOPs
Monitor and drive achievement of all operational KPIs, ensuring promotional activities are correctly set up and executed in alignment with approved guidelines and company requirements
Monitor Out of Stock (OOS) performance across the assigned region and ensure results remain within agreed KPI thresholdsIdentify operational gaps proactively and implement timely corrective actions to maintain and improve performance standards
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