Manage a portfolio of assigned high-value clients (LWA Agents), developing strong relationships built on trust and excellent service delivery.
Understand clients'(LWA Agent’s) financial goals, risk profiles, and investment preferences through regular interactions and reviews.
Provide personalized advice and recommendations on Society’s products and services, such as Fixed Deposit, Loans, Mutual Fund, wealth management, and Insurance services.
Cross-sell the product training to existing clients (LWA Agent’s) to deepen the relationship and generate additional revenue.
Ensure compliance with Society’s regulations, policies, and procedures in all client interactions and transactions.
Collaborate with other departments, such as Deposit, Loan, Mutual Fund & Insurance to facilitate seamless service delivery to clients (LWA Agent’s).
Monitor and analyse clients'(LWA Agent’s) financial performance, identifying potential risks and opportunities for the Society.
Maintain accurate and up-to-date client (LWA Agent’s) records, including financial data, correspondence, and account activities.
Organising and Conducting client (LWA Agent’s) meetings, events, and presentations to strengthen relationships and promote the Society's offerings.
Stay informed about industry trends, regulatory changes, and market developments to provide valuable insights to clients (LWA Agent’s).
To drive growth, identifying prospective markets for business development initiatives should be a priority.
Skills Required:
Strong interpersonal and communication skills, with the ability to build rapport and trust with clients (LWA Agent’s).
Excellent problem-solving and analytical skills, with the ability to understand complex financial situations.
Proficiency in MS Office suite and familiarity with banking software and systems.
Knowledge of banking products, services, regulations, and industry best practices.
Ability to work independently and Lead of a team in a fast-paced environment.
Excellent time management and organizational skills.
Responsibilities:
Manage a portfolio of assigned high-value clients (LWA Agents), developing strong relationships built on trust and excellent service delivery.
Understand clients'(LWA Agent’s) financial goals, risk profiles, and investment preferences through regular interactions and reviews.
Provide personalized advice and recommendations on Society’s products and services, such as Fixed Deposit, Loans, Mutual Fund, wealth management, and Insurance services.
Cross-sell the product training to existing clients (LWA Agent’s) to deepen the relationship and generate additional revenue.
Ensure compliance with Society’s regulations, policies, and procedures in all client interactions and transactions.
Collaborate with other departments, such as Deposit, Loan, Mutual Fund & Insurance to facilitate seamless service delivery to clients (LWA Agent’s).
Monitor and analyse clients'(LWA Agent’s) financial performance, identifying potential risks and opportunities for the Society.
Maintain accurate and up-to-date client (LWA Agent’s) records, including financial data, correspondence, and account activities.
Organising and Conducting client (LWA Agent’s) meetings, events, and presentations to strengthen relationships and promote the Society's offerings.
Stay informed about industry trends, regulatory changes, and market developments to provide valuable insights to clients (LWA Agent’s).
To drive growth, identifying prospective markets for business development initiatives should be a priority.
Skills Required:
Strong interpersonal and communication skills, with the ability to build rapport and trust with clients (LWA Agent’s).
Excellent problem-solving and analytical skills, with the ability to understand complex financial situations.
Proficiency in MS Office suite and familiarity with banking software and systems.
Knowledge of banking products, services, regulations, and industry best practices.
Ability to work independently and Lead of a team in a fast-paced environment.
Excellent time management and organizational skills.
Responsibilities:
Manage a portfolio of assigned high-value clients (LWA Agents), developing strong relationships built on trust and excellent service delivery.
Understand clients'(LWA Agent’s) financial goals, risk profiles, and investment preferences through regular interactions and reviews.
Provide personalized advice and recommendations on Society’s products and services, such as Fixed Deposit, Loans, Mutual Fund, wealth management, and Insurance services.
Cross-sell the product training to existing clients (LWA Agent’s) to deepen the relationship and generate additional revenue.
Ensure compliance with Society’s regulations, policies, and procedures in all client interactions and transactions.
Collaborate with other departments, such as Deposit, Loan, Mutual Fund & Insurance to facilitate seamless service delivery to clients (LWA Agent’s).
Monitor and analyse clients'(LWA Agent’s) financial performance, identifying potential risks and opportunities for the Society.
Maintain accurate and up-to-date client (LWA Agent’s) records, including financial data, correspondence, and account activities.
Organising and Conducting client (LWA Agent’s) meetings, events, and presentations to strengthen relationships and promote the Society's offerings.
Stay informed about industry trends, regulatory changes, and market developments to provide valuable insights to clients (LWA Agent’s).
To drive growth, identifying prospective markets for business development initiatives should be a priority.
Skills Required:
Strong interpersonal and communication skills, with the ability to build rapport and trust with clients (LWA Agent’s).
Excellent problem-solving and analytical skills, with the ability to understand complex financial situations.
Proficiency in MS Office suite and familiarity with banking software and systems.
Knowledge of banking products, services, regulations, and industry best practices.
Ability to work independently and Lead of a team in a fast-paced environment.
Excellent time management and organizational skills.