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Our client is a Wholesale Banking.Job Responsibilities
- Acquire new-to-bank customers to develop new business accounts.
- Conduct proper Customer Due Diligence (CDD) and Know-Your-Customer (KYC) prior to onboarding
- Ensure compliance of mandatory banking policies and procedures
- Introducing the Banking products and services.
- Identify cross-selling and up-selling opportunities beyond account opening for cross referral to capture additional revenue
- Proactively engage existing portfolio of channel partners to increase customer referrals
- Develop and build new referral channels via proactive outbound engagement
- With a minimum of 5 years of experience in loans sales or relationship management.
- Proven track record in loans sales, with a strong understanding of both personal and corporate loans.
- Excellent interpersonal and communication skills, with the ability to establish trust and rapport with clients.
- Strong analytical, problem-solving, and decision-making skills.
- Self-motivated with the ability to work both independently and collaboratively within a team.
- Familiarity with industry regulations and compliance standards.
EA Licence: 90C3026
EA Personnel: R1872520
EA Personnel Name: Lum Yu Ru