To achieve set monthly Wealth & Banca sales targets in accordance with business goals/KPIs.
Ensure timely completion of sale and other customer related documentation.
Enhance customer satisfaction by providing quality services by responding to customer requests in a timely manner & reducing the turnaround time for processing the business requirements.
Will ensure a minimum number of leads on Liabilities, Trade Working Capital and Program lending are referred.
To liaise with various departments for applications processing and customer onboarding.
Compliance / Operational Activities
Monitor money laundering activities and coordinate remedial actions with management.
Ensure adherence to banking regulations and organization guidelines relating to customer acceptance, data protection, money laundering and KYC.
Whenever needed, contact customer service groups and ...
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