Attend to customers and assist CRMs in various wealth product transactions and account opening as needed or resolve problems highlighted by them immediately and accurately
Assist CRMs to attend to the referrals/ leads triggers when CRM is not around, i.e. training, out for appointment, on leave and etc
Produce all correspondences, i.e. letter, inquiries within specified turnaround time.
Assist CRMs to review customer accounts and perform service call if needed
Assist on the change of CRM's customer portfolio upon any resignation by reaching out to customers, reemphasize on back up CRM, and team concept to minimise the impact of changes.
Assist to handles customer's complaint referred by CRM, conduct investigation and provide complete and timely problem resolution.
Sales Support Management
Work as a team with CRM to solicit sales by identifying cross sell opportunities among existing customers, as well as relationship deepening.
To access and identify leads from various sources/channels as sales referral s in support of acquisition effort.
Active participation and support in every aspect of marketing acquisition activities: - i.e customer events, marketing events, campaigns and product launches.
Administration/Operations/Compliance
Review and identify opportunities for service/process improvements by develop/implement action plans
Review and highlight any process/service gap and to ensure compliance in place.
Actively participate in all product & compliance, meetings.
Participate in any project or assignment by immediate supervisor and Head of Department.
Ensure completeness of documentation for all investment transactions and investment account opening
Ensure completeness of documentation of all Banca transactions
Ensure that RM submits all investment transactions to Ops for filing (both sides tally)
