Serve as the main point of contact for a portfolio of clients
Conduct regular meetings with clients to discuss their challenges and feedback.
Business Performance and Management
To achieve and exceed the monthly individual sales targets set forth by the business.
To ensure that tagging of the loan account is done promptly.
Understand client needs and provide tailored recommendations to address them.
Identify upselling and cross selling opportunities to enhance client value.
People Management
Working cohesively with our internal colleagues to support and leverage on each other for greater collaboration to achieve higher level of effectiveness and efficiency.
Stay up to date with industry trends and compe...
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