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概要
I’m an enthusiastic and dedicated individual with a strong ability to manage projects from conception through to a successful completion. I’m proactive and possess a highly logical approach to challenges.
工作经历
Relationship Manager
•Manage and develop a portfolio of corporate banking customers with an aim to deepen and broaden relationships with the clients.
•Achieve various individual business targets and contribute to the team performance.
•Conduct regular review and take proactive measures to ensure service quality.
•Cross-sell a full range of banking products.
•Provide guidance, coaching and support to junior members.
•Identify, originate, develop and maintain Wealth Management client relationships for clients on an advisory basis.
•Setting up meetings with new clients.
•Researching the latest products and regulations.
•Building and maintaining relationships with clients and key personnel within customer companies.
•Conducting business reviews to ensure clients are satisfied with their products and services.
•Resolve customer complaints quickly and effectively.
•Forward upselling and cross-selling opportunities to the sales team.
•Promote high-quality sales, supply and customer service processes.
•Approach potential customers to establish relationships.
•Gain solid knowledge of competitors.
Relationship Officer
• Identify potential customers through databases, cold calling, follow up leads and telephone/personal contacts etc.
• To sell Personal finance products to the specified target customers/segments and meet monthly sales targets.
• To contact potential customers and convince them about the bank’s product offerings.
• To ensure that prospects are clearly communicated about the bank charges/terms and conditions.
• To ensure “Know Your Customer” requirements as prescribed by the bank are duly adhered to. All the legal and compliance guidelines provided by the bank are adhered to.
• Data confidentiality and secrecy norms of the bank are adhered to.
• To ensure that no customer application is misplaced and is kept in safe custody.
Sales Executive
• To ensure that code of the conduct as per the bank bank’s policy are adhered to.
• To ensure that all the documents provided by the customer for completion the card applications are duly checked and forwarded to the relevant bank officers.
• To ensure that I do the documents original sighting as laid out in the original sighting guidelines of the KYC policy of the bank.
• To ensure that the sales process prescribed by the bank is fully adhered to
