Proactive promote all products and Services of the Hatha Bank to both Existing and new customers.
Responsible for cross-selling TD & CASA account and balance to meet the sales target.
Identify to upgrade existing customers to hit criterial of VIP customers and bring in the new deposit balance and customer for the segment.
Grow portfolio of emerging-affluent and affluent individual customer by building deeper relationship and serve as the one-point contact to the High Net Worth with both existing and new customers.
Provide professional customer service to achieve a high percentage of customer satisfaction and retention.
Provide financial advice, consultation and dispensing customized solutions in alignment with the banking standards and industry regulations.
Conduct financial portfolio management for customer through quality advice and recommendations with suitable other banking products.
Handle more complex enquiries and complaints with high accountability, facilitation and escalation to all concerned departments to overcome the issues;
Keep tracking daily, weekly and monthly performance reports with a review from Private Banking Management to improve service level; and lead management.
Perform other tasks as assigned by supervisors or management.
Skills Specifications
Bachelor’s degree in Business, Marketing, Finance and banking or other related degrees.
At least 02 years of working experiences in banking service.
Confident, strong communication and interpersonal skills with high network individuals and companies.
Strong acquisition or good networking background are preferred.
Extensive knowledge in sale and service, quantitative, problem solving, communication (written and verbal), presentation, relationship management skills.
Be proficient in English both speaking and writing and Chinese specking is preferred.
