Job Description
Job Purpose
Primarily responsible to manage the relationship of a portfolio of Privilege Banking (PB) customers in their daily transaction and service request. Resolve PB customers’ issues and advise them accordingly to ensure that the customer service level at branch is upheld at all times.
Perform sales and service related activities for customers i.e. CASA account opening, Fixed Deposit placements/renewals/withdrawals and purchase of investment and insurance products. Through servicing customers, it identifies customer needs to recommend appropriate product solutions and refer quality sales opportunities to respective businesses.
Drive referrals of product i.e. AOA, PL and Mortgage in accordance to needs of clients.
Key Products
- Investment Products – i.e. Unit Trust, Amanah Saham Nasional Berhad funds, Dual Currency Investment, Bonds, Structured Investment and Equity Linked Investment
- Bancassurance