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Responsible for promoting the development and growth of wealth management segment through acquisition wealth customer’s relation via selling a value –adding financial advice for a portfolio of BDC clients aiming to achieve financial ambitions and aspirations of wealth customer faster and at less cost.
To break down various business processes with flowcharts, manuals and other documentation outlining current practices. Analyze the process improvement implementation by working with managers, team members and other employees to ensure that the plan is clear and can be applied quickly and efficiently.
Responsible for achieving sales targets, through managing training and following up on a team of 10+ executives. Provide the assigned direct sales executives with the necessary on job training. Follow-up on the field work through their daily reports and turned in applications. Verify turned in applications and documents to confirm to credit approval criteria.
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