Grow portfolio of emerging affluent and affluent individual clients to build a strong relationship with both existing clients and prospective customers Identify potential customers and bring in the new deposit base, CASA, Credit Card, QR and clients for the segment Procure new business through customer acquisitions and managing relationships with existing customers Provide financial advice, consultation, and dispensing customized solutions in alignment with the banking standards and industry regulations Deliver client satisfaction through tailored solutions according to client objectives and service issue resolution Conduct financial portfolio management for clients through quality advice and recommendations with a suite of banking Be able to cross sell all deposit Product and service • Review and active on activation and conversion fund and customer Perform other tasks assigned by line Manager
Grow portfolio of emerging affluent and affluent individual clients to build a strong relationship with both existing clients and prospective customers Identify potential customers and bring in the new deposit base, CASA, Credit Card, QR and clients for the segment Procure new business through customer acquisitions and managing relationships with existing customers Provide financial advice, consultation, and dispensing customized solutions in alignment with the banking standards and industry regulations Deliver client satisfaction through tailored solutions according to client objectives and service issue resolution Conduct financial portfolio management for clients through quality advice and recommendations with a suite of banking Be able to cross sell all deposit Product and service • Review and active on activation and conversion fund and customer Perform other tasks assigned by line Manager
Grow portfolio of emerging affluent and affluent individual clients to build a strong relationship with both existing clients and prospective customers Identify potential customers and bring in the new deposit base, CASA, Credit Card, QR and clients for the segment Procure new business through customer acquisitions and managing relationships with existing customers Provide financial advice, consultation, and dispensing customized solutions in alignment with the banking standards and industry regulations Deliver client satisfaction through tailored solutions according to client objectives and service issue resolution Conduct financial portfolio management for clients through quality advice and recommendations with a suite of banking Be able to cross sell all deposit Product and service Review and active on activation and conversion fund and customer Perform other tasks assigned by line Manager
Promote Sathapana Bank’s products and services to clients at the target and remote areas to ensure that both banking services and products are successfully sold to potential clients Meet, discuss and assist potential clients in obtaining loan information, loan application and loan disbursement process with other related information which benefit them to ensure the effective customer service and service level agreement Discuss and give recommendation to client on the different type of loans and credit options as well as the terms and conditions of Sathapana Bank’s services and products Analyze clients’ assets including financial status, credit and property to assure that the evaluation and determination feasibility of granting loans are effectively executed followed the bank policy and other both internal and external regulatory Review and verify loan agreements to ensure that they are well organized, completed and accurate according to the policies and regulatory Build a very good relationship and keep in touch with both the existing and the newest potential clients Compute, review and update credit and loan files to ensure the payment schedule is accurately and effectively executed
Relationship Management Assistant Trainee(Kampong Cham) Attend and participate in assigned tasks. Put into practice skills that have been learned. Promote and sale bank’s products. Assist in filling out all the relevant forms and documents. Build good relationships with all prospective clients.
• Drive sales, operation process and achieve targets of Banca Assurance through the bank branches • Conduct the sales distribution, performance management and improvement plan including process related insurance business products through banking channels • Assist the Banc Assurance team, sales effort, in terms of generating benefit illustrations, accompanying on client/salesforces calls if required • Engage an open and trusting relationship with the Branch Managers/officers/staff Ensure target achievement through the assigned partners • Provide a sales & service supports to partner employees and engage the employees of the bank branches in regular discussions to transfer knowledge about insurance products, and understand their issues and concerns about selling insurance • Enable partner's sales staff to promote and secure sales of insurance products to their customers by providing real-time product, marketing and technical support before, after or during the sales • Spearhead all lead generation initiative from the bank whether through walk-in, data- mining, referrals and others
Attend and participate in assigned tasks. Put into practice skills that have been learned. Promote and sale bank’s products. Assist in filling out all the relevant forms and documents. Build good relationships with all prospective clients.
Collaborate with business owners and subject matter experts on teams throughout the enterprise to study processes and improvements by using various process improvement tools and methodologies. Create process maps, perform data gathering, record historical trending to develop a current state and identify root causes of defects or waste in a process. Leverage knowledge of continuous improvement tools and methodologies to drive process improvement Work collaboratively with cross-functional groups to create comprehensive strategies and solutions Prepare and deliver status updates and presentations to internal stakeholders and executive leadership team. Perform root cause analysis, create corrective and preventative action plans, and creatively envision, design, and implement future state processes. Develop metrics to monitor ongoing performance measurements. Maintain documentation to track process improvements and performance, communicate progress to multiple stakeholders, leadership, and assure timely achievement of project deliverables. Other projects and duties as assigned
Attend and participate in assigned tasks. Put into practice skills that have been learned. Promote and sale bank’s products. Assist in filling out all the relevant forms and documents. Build good relationships with all prospective clients.