Customer acquisition for VIP deposit product. Assign sales meeting through the introduction VIP
banking products, manage existing customer portfolio, new FUM growth and new customer
Leverage existing customer relationship to maximize cross selling product
Ensure that the highest quality of service is offered in the VIP premises at all times.
Leverage portfolio profit by retaining profitable business and influencing pricing, customer behavior,
Effective handling of customer issues and complaints
Ensure you and your team are aware of and compliant with FTB’s policies and procedures at all times.
Maintain accurate records.
Identify potential risks and put appropriate mitigation plans in place.
Prevent and/or minimize frauds, forgeries and losses.
Conduct spot compliance and security audits to ensure staff operates above minimum service
Champion the implementation and sustainability of the VIP Service Proposition.