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概要
divpProven Client Relationship Manager with over more then 3 years of experience in high paced environments. Versatile, reliable and efficient professional with experience working with clients ranging from the individual consumer to small business clients. Ability successfully deepens relationships while meeting and or exceeding established goals, whiles staying within regulatory compliance. Looking to build long-lasting relationships by using my knowledge of finance and customer service./p /div
项目
工作经历
Relationship Manager
Managing relationships with customers.
Manage liability portfolio and client relationships.
Deposit mobilization and NTB account Opening.
Cross sell various products such as Consumer and Insurance products.
Achieve agreed sales target.
Provide highest level of customer serviceNetworking with existing and prospective clients.
Acquire new retail clients through developing professional relationships based on trust, empathy, credibility and ethical conduct.
Advise retail clients on their personal financial needs and objectives by analysing their financial needs and objectives, recommend suitable in-house \'off the shelf\' financial solutions, and execute clients\' instructions on their banking and financial transactions.
Perform acceptance checks and on-boarding of retail clients in accordance with established policies and procedures.
Perform ongoing servicing of retail client accounts and identify any potential opportunities for extending basic banking services.
Relationship manager
Sales LIABILITY, Customer dealing, account opening, management, products sales, portfolio management
Relationship Officer
Manage liability portfolio and client relationships.
Deposit mobilization and NTB account Opening.
Cross sell various products such as Consumer and Insurance products.
Achieve agreed sales target.
Provide highest level of customer serviceNetworking with existing and prospective clients.
