The purpose of the role is to: • Conduct comprehensive needs analysis for all clients, both new and existing, to identify and address their specific financial requirements and expectations through appropriate product solutions. • Develop and implement a structured contact management program to proactively engage clients, understand their evolving financial goals, identify cross-selling opportunities, and maintain detailed call reports. • Manage a portfolio of clients to maximize revenue generation for the bank while minimizing costs and risks, ensuring a balance between profitability and client satisfaction to foster long-term relationships and referrals. • Provide exceptional service to all clients, educating them on the benefits of self-service channels, informing them of relevant account terms and conditions, and promptly addressing their requests, complaints, and applications. • Collaborate effectively with internal specialists, including credit, product, wealth, Compliance, Risk, O & M, etc to ensure seamless service delivery, manage credit and operational risks, and maintain accurate records in accordance with bank guidelines.
- B.Sc in Social Science or related field.
- Masters and Professional certifications can be an added advantage.
Experience:
- Mandarin speaking.
- 1 - 2 years general banking experience.
- 2-4 years experience in Research and Development; Strategy formulation and execution
Behavioural Competencies:
- Documenting Facts
- Generating Ideas
- Establishing Rapport
- Examining Information
- Team Working
Technical Competencies:
- Business Analysis Planning & Monitoring
- Requirements Elicitation
- Requirements Management & Communication
- Requirements Analysis
- Solution Assessment & Validation