Acquire new credit card customers through various sales activities such as roadshows, corporate sales counters, personal appointments, and sales blitzes.
Achieve assigned personal sales targets.
Key in application details and upload supporting documents into the Flash System accurately and promptly.
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Proactively identify and acquire new personal financing customers through various sales channels, including telemarketing, roadshows, and branch referrals.
Engage with customers to understand their financial needs and recommend suitable personal financing solutions (e.g., personal loans, credit cards).
Explain product features, benefits, terms, and conditions clearly and comprehensively to customers.
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Prepare and proactively execute sales plans for prospective customers sourced from the Bank’s leads (LMS) and self-generated leads.
Actively participate and collaborate with other sales personnel at PBC/branch/region levels on sales activities and campaigns for customer acquisition and retention.
Provide investment and wealth advisory services to customers, including portfolio management support.
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To perform in depth credit evaluation using common framework of 5C’s (capacity, capital, collateral, conditions and character) in assessing credit risk, customer creditworthiness for prudent credit decision.
To perform credit verification on the accuracy of data entry and income/supporting documents submitted comply with requirement
To execute credit decision for loan/financing application of retail secured product as per assigned DLA matrix within stipulated TAT/SLA.
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Prepare and pro-actively execute sales plans for prospective customers from Bank’s leads (LMS) and self-generated leads
Actively participate and collaborate with other sales personnel at PBC/branch/region on sales activities/campaigns for customer acquisition and retention
Prepare and provide investment & wealth financial advisory and assistance to customers for their investment/wealth portfolio management
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Construct, monitor, and rebalance investment portfolios across various asset classes (e.g., equities, fixed income, money market instruments) in line with client objectives and risk appetites.
Conduct in-depth market research and fundamental analysis of economic trends, industry sectors, and individual securities to identify investment opportunities and risks.
Develop and implement tactical and strategic asset allocation strategies to optimize portfolio returns and manage volatility.
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Support the Head of Group International Tax Compliance & Transfer Pricing in managing the Group’s transfer pricing affairs and ensuring transfer pricing documentation is prepared and available within regulatory timelines.
Assist in the annual review of management cost allocation to ensure the allocation basis complies with transfer pricing rules and regulations.
Act as a liaison with tax agents and regulatory authorities in relation to transfer pricing matters across relevant countries.
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