- About the JobKey ResponsibilitiesAssist Senior Relationship Managers in preparing for client meetings, including portfolio analysis and financial planning drafts.Act as a first point of contact for prospect inquiries, ensuring a high-quality "first impression" of the bank.Conduct "cold" and "warm" outreach via email, phone, and social selling to introduce bank services.Analyze market trends and competitor offerings to identify gaps the bank can fill.Keep aAbout the JobKey ResponsibilitiesAssist Senior Relationship Managers in preparing for client meetings, including portfolio analysis and financial planning drafts.Act as a first point of contact for prospect inquiries, ensuring a high-quality "first impression" of the bank.Conduct "cold" and "warm" outreach via email, phone, and social selling to introduce bank services.Analyze market trends and competitor offerings to identify gaps the bank can fill.Keep a
- ResponsibilitiesAchieve and exceed monthly mortgage sales targets, onboard clients, and cross sell home insurance loan which is MRTA (Mortgage Reducing Term Assurance) and MRTT (Mortgage Reducing Term Takaful).Identify and develop new business opportunities through alliance tie-ups such as real estate agents, mortgage brokers, developers & lawyers.Conduct financial needs analysis to understand customer requirements and recommend suitable mortgage products.ResponsibilitiesAchieve and exceed monthly mortgage sales targets, onboard clients, and cross sell home insurance loan which is MRTA (Mortgage Reducing Term Assurance) and MRTT (Mortgage Reducing Term Takaful).Identify and develop new business opportunities through alliance tie-ups such as real estate agents, mortgage brokers, developers & lawyers.Conduct financial needs analysis to understand customer requirements and recommend suitable mortgage products.
