The purpose of the role is to: Conduct comprehensive needs analysis for all clients, both new and existing, to identify and address their specific financial requirements and expectations through appropriate product solutions. Develop and implement a structured contact management program to proactively engage clients, understand their evolving financial goals, identify cross-selling opportunities, and maintain detailed call reports. Manage a portfolio of clients to maximize revenue generation for the bank while minimizing costs and risks, ensuring a balance between profitability and client satisfaction to foster long-term relationships and referrals. Provide exceptional service to all clients, educating them on the benefits of self-service channels, informing them of relevant account terms and conditions, and promptly addressing their requests, complaints, and applications. Collaborate effectively with internal specialists, including credit, product, wealth, Compliance, Risk, O & M, etc to ensure seamless service delivery, manage credit and operational risks, and maintain accurate records in accordance with bank guidelines.
