Manage and run the operations & administrative functions under Partnership Distribution to ensure smooth service & operations platform for business partners
Roles and Responsibilities:
· Coordinate with internal and external users on user requirement developments and new initiatives
· Design and review test plan, perform UAT on IT enhancements.
· Coordinate projects and IT enhancements and ensure the project deliverables are completed in good quality and within timeline.
· Analyse data to evaluate performance of the initiative
· Handle daily operational issues and propose enhancements on systems where necessary
· Assist Team Head and Department Head on ad hoc assignments.
Develop and execute event projects - responsible for seamless event execution and assist with event queries, policies and external resource planning.
- Support execution and assist in developing innovative approaches and total solutions for wide range of event management initiatives for the Company and multiple business units
- Implement a series of client events including seminars, client engagement programmes, and networking events with a customer-centric focus while leveraging brand awareness
- Collaborate with internal stakeholders of all levels, including different distribution channels, compliance, legal, administration, and operation, etc. to facilitate holistic planning and smooth implementation of marketing ...
- Provide daily operational support, coordination and monitoring of digital content delivery and maintenance for all digital channels of the bank;
- Manage on-going content updates, develop webpages and eDM templates, oversee and continuous housekeeping of digital content quality;
- Work closely with multiple regional and country teams, align expectations, compile and prioritize requests and solutions. Respond to queries from business stakeholders about technical issues of digital environment and digital analytic tagging;
- Understand business requirements for digital environment and prepare requirements documentation;
- Lead effective digital analytics tagging, digital metric tracking and performance report generation;
- Stay consistently ahead in the industry by identifying key areas...
Assist Bank Partner in achieving business targets.
Roles and Responsibilities
· Assist department and bank branches in achieving business targets on assigned segments
· Achieve pre-set business targets on AFYC, case count, active branch, active sales staff and various KPIs for designated branches/district.
· Provide on-going training bank’s frontline staff, including product, sales technique, prospecting, objection handling and sales operation and process, etc.
· Provide appointment calling skill training through call monitoring findings.
· Provide Pre-sales preparation for coming appointments
· Provide support on operations and application processing, and answer enquiries from bank’s frontline staff.
Roles and Responsibilities
- Responsible for planning and implementing effective customer campaign programs and activities in assisting the bancassurance and broker channels through new customer acquisition and repurchase to achieve the financial target and increase market share
- Work closely with different business units to formulate effective channel-specific communication on customer campaign
- Deliver customer and sales events for bank partners including event design, planning, vendor selection, event management and evaluation
- Assist the marketing team on budget...
· Assist in implementing marketing activities to achieve business targets
· Handle enquiries and provide quality service to...
· Promote loan products and provide quality counter services
· Handle personal, mortgage and other consumer loan applications
· Assist in preparing credit proposals and loan documents
· Provide clerical support to the branch
· Supervise and perform the daily settlement process of investment products
· Handle customer enquiries and complaints
· Reconcile daily transaction / settlement records
· Coordinate with branches to ensure the smooth settlement...
l Handle phone and email enquiries on different banking product / services and marketing program
l Handle ATM / eBanking application / alteration request from customer
l Perform credit card account maintenance after successful customer’s authentication over phone
l Perform user acceptance test on system enhancement such as eBanking system, ATM / EPS system
l Regular checking the proper functioning of eBanking system and make report to management and ITD
l Handle administrative / operational tasks if...
· Lead the marketing team to solicit new opportunities to achieve business objectives
· Supervise the overall operation of the team in accordance with the Bank's policies and regulations
· Build up a portfolio of new Commercial Banking customers with focus on trade and working capital financing
· Safeguard the credit quality of the loan portfolio by soliciting quality new customers and managing the credit risks...