Search Results: 4 vacancies
...customers' PHR and revenue
Set appointments, sales visitations, prospecting and engagement with customers
Account opening for CASA for wealth customers
2. Sales Management
Maintain regular contact with existing customers to foster closer relationship and for...
...& assets
create analytics-backed next best conversation
sound knowledge in Needs/Anchor products such as : Wealth & Mortgage, CASA, CC & etc.
To acquire from individual client referrals and actively engaging them during the first 3 months by:
meeting the client...
...support the collection and maintenance of high quality customer information.
To process the following :
Cheque book requisition
CASA maintenance
Documents for Account Services
Request for Audit Confirmation to Credit Administration
To observe deadlines on...
...business associations to acquire new customer base.
Ensure bundling cross-selling to drive and generate fee-based income from Forex, CASA and Insurance.
Proactively manage and build customer relationship and provide good after-sales service.
Provide consistent...