Identify and engage with unqualified Preferred clients to develop tailored strategies for reactivation and conversion to qualified status.
Assist customer in opening account and complete the client onboarding journey.
Regularly review and manage the current Preferred client portfolio to ensure all clients receive adequate attention and services.
Implement targeted initiatives to encourage existing clients to increase their deposits, helping them qualify for Preferred status.
Organize and participate in events that support new Preferred/deposit acquisition.
Actively seek and onboard new clients by promoting deposit products and services tailored to their financial needs.
Ensure effective sales fulfillment by executing strategies that meet client needs and achieve deposit targets, providing a seamless experience from initial contact to account setup.
Identify and refer clients to wealth management, loan, and bancassurance products, creating a comprehensive financial service experience.
Educate clients on the benefits of increasing their deposits and the features of various deposit products.
Build and maintain strong relationships with clients to foster trust and loyalty, ensuring long-term engagement.
Attend to assigned leads promptly, ensure they are updated in the 1View/Rubik/Customer Management System, and convert leads into sales.
Manage customer relationships, attend to feedback/complaints, and help resolve issues.
Escalate feedback/complaints to the relevant department and ensure they are resolved.
Stay informed about market trends and competitor offerings to effectively position the bank’s deposit products.
Meet or exceed defined sales targets related to deposit growth and client acquisition that contribute to the overall growth of branch.
Work closely with other teams (e.g., preferred and wealth) to align strategies and enhance service delivery.
Address and resolve any client inquiries or issues related to deposit accounts, ensuring high levels of client satisfaction.
Provide regular reports on client engagement, reactivation efforts, and sales performance to management, using feedback to refine strategies.
To be well conversant with the changes of competition and marketing environment in order to provide feedback to management for appropriate action.
Always ensure compliance with banking regulations and internal policies in all deposit-related activities.
Stay tuned for more details on this role! In the meantime, explore other exciting Navigating My Career (NMC) features, including career paths, skill requirements and assessments, learning opportunities and many more
Expected salary:
Location: Malaysia
Job date: Thu, 01 May 2025 07:23:56 GMT
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