Job Description: Sales & Operational Function. To be responsible for end-to-end process for over-the-counter transactions on account opening, cash and non-cash transactions according to advice slips or other negotiable documents. To be responsible on the accuracy
Key Responsibilities To analyse and process Unsecured Financing, Credit Card applications and 1MY AML alerts with complete set of documentation and information for new and existing customer. Ensure applications are processed within the stipulated turnaround time,
Conduct customer profitability analysis and account strategy formulation with the help of product specialists, as required, for both existing and potential clients. Execute the account strategy plan including cross-selling activities or phase-out activities. Be the first-line
Telemarketing Officer Accountability: Achieve sales target including cross sell target of all assigned products. Always maintain good relationship with customers and high standard of service quality. Handle customer enquiries diligently and efficiently Cold call the leads
Conduct customer profitability analysis and account strategy formulation with the help of product specialists, as required, for both existing and potential clients. Execute the account strategy plan including cross-selling activities or phase-out activities. Be the first-line
Strategy and Planning Supervise overall staff’s performance under Quality Assurance, DCORO and Customer Support team. Monitor end to end risk, compliance and audit related internal assessments for the entire department. Continuously support and lead the team
Ensure that objectives and targets are met Monitor all accounts under supervision to ensure timely remedial action is taken. Meet and discuss with Borrowers on proposals for settlement of loans, loan restructuring and rescheduling, compromised settlements
Conduct customer profitability analysis and account strategy formulation with the help of product specialists, as required, for both existing and potential clients. Execute the account strategy plan including cross-selling activities or phase-out activities. Be the first-line
Assist in Manpower planning i.e. to work with business unit on identification of key capabilities needed and operational requirements which will support the achievement of business objectives. Support Talent Review i.e. to work with business units
JOB DESCRIPTION Job Title: Financial Service Consultant (FSC) Unit : Respective Branches Job Location: Branch Job Title of Direct Superior : Branch Manager Key Responsibilities To promote and professionally sell a wide range of Bancassurance life
Job Description To promote and professionally sell a wide range of Bancassurance life insurance products to the Bank’s existing and potential customers. To provide professional advice and on appropriate financial products based on customer need. To
Operations Support To coordinate the delivery process of card to customers / branches Ensure Control Effectiveness Testing (CET) supporting document submitted to the tester monthly Prepare daily, weekly and monthly report, i.e Daily Card Emboss, Redirection
To review documentation provided by customer / sales, to do screening according to company sector for documentation as different company sectors require different types of set of documentation. To perform signature verification against customer applications and
Support Head of PM by co-pilot always-on programs to drive acquisition for consumer products (Credit Card, Cash Plus Loan and CASA) Develop and implement comprehensive performance marketing strategies aligned with CIMB business objectives – including SEM, Google
Lead the detection and monitoring of all business approved communication channels and/or trading activities of employees undertaking treasury activities in Treasury & Markets Department and ensure is in compliance with regulatory requirements and expectations. Undertake behavioural
Conduct customer profitability analysis and account strategy formulation with the help of product specialists, as required, for both existing and potential clients. Execute the account strategy plan including cross-selling activities or phase-out activities. Be the first-line
KEY RESPONSIBILITIESSales Planing• To actively identify and pursue sales opportunity by : ─ Generating new leads through asking for referrals, networking with lawyers, real estate agents, data mining existing depositors for additional opportunities etc. ─ Following
Sales Planing• To actively identify and pursue sales opportunity by : ─ Generating new leads through asking for referrals, networking with lawyers, real estate agents, data mining existing depositors for additional opportunities etc. ─ Following up
JOB DESCRIPTIONJOB TITTLEPERSONAL FINANCIAL CONSULTANT (PFC)GradeU8.SLocation BranchReports ToBranch ManagerOther Reporting RelationshipSegment ManagerJob PurposeActively market and sell all core consumer products, primarily to branch walk-in customers. The Personal Financial Consultant executes a consultative selling process, which involves
Conduct customer profitability analysis and account strategy formulation with the help of product specialists, as required, for both existing and potential clients. Execute the account strategy plan including cross-selling activities or phase-out activities. Be the first-line