Found Description
1. Coordinates with the different portfolio desk in getting best market price/rate
2. Services clients requirements for all treasury products
3. Encode dealt transactions in the designated system
B. Marketing
- Conduct marketing calls to existing and potential clients to establish rapport and identify client’s needs
- Identify potential clients within target market
- Offer other bank products and services, as needed e.g. payroll service
- Coordinate with Account Officer in servicing and optimizing bank-client relationship
- Accompany group members with their calls
- Furnish clients with recent market condition and development
C. Planning and Supervising
- Supervise the trading and marketing activities of the group members
- Conduct periodical review with group members to address clients’ concern and needs
- Ensure attainment of the group’s set volume and income targets thro...