Acquire CASA (Current Account & Savings Account), New-to-Bank cards, and Personal Loan sales through corporate roadshows, lunch talks, and tele-consulting.
Maximise sales opportunities for payroll account acquisition via corporate tie-ups.
Conduct face-to-face point-of-sale and tele-consulting activities effectively.
Collaboration & Cross-Selling:
Work closely with Relationship Managers to drive cross-selling of products at Workplace Banking events.
Provide quality after-sales service to acquired customers.
Follow-Up & Documentation:
Follow up on pre-sales enquiries related to secured and unsecured retail banking products.
Ensure timely collection of income and other relevant documents required for application submission.
