Job Description
Job Description
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.
Qualifications
• 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
Additional Information:
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.
