Role Purpose:
Responsible for sales and marketing, manage and grow client relationship, attend to client's service and transactional queries and requirements.
Duties and Responsibilities:
A. Sales and Marketing
- Responsible for client relationship management, including onboarding of new relationships, makes calls and visits to clients to assess needs, address client concerns and issues, updating clients on new product offerings, etc.
- Reviews and monitors client accounts and shifts in AUM.
- Achieve sales targets through cross selling to existing clients, monitor client coverage for products.
- Provide efficient and professional service to clients, through in depth knowledge of products and processes, in order to attain customer satisfaction.
- Focus on driving and increasing client deposits, revenue contribution.
- Analyze the current roster and portfolio of the clients, prepares sales plans to grow the business
- Solicits new clients through networking with customers and client calls together with Relationship Managers to sell the payroll product, assess needs, address client concerns.
- Develop a sales plan according to the identified target prospective and potential personal accounts that will be marketed to.
B. Client onboarding:
- Prepares and reviews the necessary documentation related to customer account opening and updating maintenance.
- Review and process all account opening applications, ensure the documentations are complete, details accurate and that the proper KYC and due diligence has been conducted accordingly.
C. Customer Service:
- Attend to all inquiries received (e.g. for documents needed for account opening, transaction requirements), customer issues and complaints whether through face to face, phone or email in a timely manner and refers to the proper officers inquiries/complaints beyond their area of responsibilities.
- Manages and coordinates with different Department and Units in the Bank to ensure timely attention and resolution of client concerns, complaints, transactions and requests.
- Recommend improvements in operational processes, procedures and products based on customer feedback.
Job Specifications:
- Graduate of any four (4) year course
- At least 5 years related work experience in retail banking, primarily in a frontline role
- Speaks Fookien and/or Mandarin.
- Excellent client relationship skills
- Service oriented
