2 Job Purpose
- Manage a set of existing Platform/Neobiz relationships through outbound calling channels.
- To achieve assigned financial and non-financial target by calling the customers.
- Manage all customers focusing on relationship Management & up-selling/ deep-selling/ cross selling other bank products.
- customer's needs & profiling.
- Responsible for quality & soundness of assigned Platform/Neobiz (KYC reviews, monitoring for due diligence, anti-money laundering procedures etc).
- Providing Excellent Customer Service to customer
3 Dimensions
Operating Budget
Number of Staff
7
Capital Exp. Budget
Other
4 Key Result Areas
- Ensure assigned FER & other financial KPI’s are delivered
- Ensure to call all newly opened account assigned to Platform/Neobiz if any to introduce their VRM assigned to their account
- Generate FX, Trade (LC etc), Bank Guarantees, Insurance and Investment revenue
- Ensure to maintain/elevate the agreed funding of the account.
- Maintain a superior customer services experience.
- Conduct conference calls with product advisors with high potential clients.
- Maintain portfolio quality by ensuring timely update of KYC, Tland all other aspects of governance
- Assist compliance/AML/FP&I; and all governance units without tipping off a customer
- Adherence to all regulatory requirements for financial offerings and raise alarms identifying any misconduct or a breech in the portfolio
- Resolve customer queries by rigorously following up on cases with internal departments and closing the same in the given turnaround time
- Support resolution of customer complaints related to rates, schedules, document requirements and transactional query
- Implement and mainta