Solicit new to bank customer current account opening.
Actively drive for deposits on new to bank customers, identify business opportunities and ensure targets allocated met.
Monitor and execute the action plans in achieving overall deposits target & number of new to bank customers allocated.
Promote cash management solutions (Bizsmart)
Build pipelines through calls/prospecting potential new to Bank clients to achieve closures/mandated deals.
To participate in sales campaigns and other promotional sales events
Client Management
Perform Partner-in-Sales / Cash management solutions presentation to clients based on the initial findings of their needs.
Prepare proposal and tailor cash management solutions based on client's needs.
Prepare Account Opening Form/ set appointment to perform Straight Through Processing of Account Opening
To ensure high standard of customer service in line with the quality and standards set by the Bank
People Management
Support business partners for joint marketing calls.
Collaboration
Work closely with business partners for customer referrals to deepen clients relationships and customer's share of wallet.
Compliance
Ensure completeness of the necessary documentations for account opening and registration and set up for implementation of solutions. To ensure compliance to the policies and procedures set by the Bank
Market/Client Update
Obtain market intelligence, establish network and update database of competitor's offering.
Understand & Act
Collate feedback on any product requirements or any issues to Product & Distribution team.
