Lead Conversion: Proactively convert inbound/outbound leads into long-term business partners through professional phone consultations and WhatsApp engagement.
HubSpot CRM Management: Maintain and update customer profiles, lead statuses, and sales pipelines within HubSpot.Automation & Workflow Optimisation: Set up and refine email sequences, workflows, and automation rules to enhance lead nurturing and customer engagement.Drafting email & WhatsApp remarketing messages in mainly Mandarin via leveraging AI.Constantly leverage HubSpot, Omnisend (Email platform) and WhatsApp as remarketing tools.Lead Segmentation: Organize and segment customer and prospect lists for targeted marketing campaigns and sales follow-ups.Data Clean-Up & Integrity: Regularly audit the CRM to remove duplicates, standardise data, and ensure accuracy for reporting and outreach.Sales & Marketing Support: Assist in creating and assigning tasks for the sales team, ensuring timely follow-ups and tracking customer interactions.Reporting & Insights: Generate weekly and monthly CRM reports on pipeline progress, lead conversion rates, and campaign effectiveness.
Provide exceptional customer support to clients experiencing issues with InternationalBalance Transfer (GloTransfer) and Cross Border Payment (GloRemit) services.
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.
HubSpot CRM Management: Maintain and update customer profiles, lead statuses, and sales pipelines within HubSpot.Automation & Workflow Optimisation: Set up and refine email sequences, workflows, and automation rules to enhance lead nurturing and customer engagement.Drafting email & WhatsApp remarketing messages in mainly Mandarin via leveraging AI.Constantly leverage HubSpot, Omnisend (Email platform) and WhatsApp as remarketing tools.Lead Segmentation: Organize and segment customer and prospect lists for targeted marketing campaigns and sales follow-ups.Data Clean-Up & Integrity: Regularly audit the CRM to remove duplicates, standardise data, and ensure accuracy for reporting and outreach.Sales & Marketing Support: Assist in creating and assigning tasks for the sales team, ensuring timely follow-ups and tracking customer interactions.Reporting & Insights: Generate weekly and monthly CRM reports on pipeline progress, lead conversion rates, and campaign effectiveness.
Assist in carrying out statutory audits for companies across various industries, including trading, services, investment holding and property development.