Achieve pre-set business targets on WNBP, persistency, case count, active branch, active sales staff and various KPIs for designated branches Working jointly with the BANK RM on Business Implementation plan Driving and motivating the BANK RM and providing support for logging in applications sourced Tapping the right database of the branch and ensure authentic documentation Build relationship with the ...
Proactively participate in the operational planning process by the Unit Head Assist the Principal in working with the Corporate Team for setting up and assist / develop the organisation in respect of the Schools business processes, procedures, work flow, formats, manuals etc. Compilation
Vendor Relations, and the AP disbursement group which handles all check disbursements and tax related matters for ERP systems Develops, implements and maintains systems, procedures and policies, including accounts payable functions to ensure adherence to company guidelines. Manages monthly closing
segment in the market for new client acquisition and deepening existing relationships. * Acquire new clients for Demat & Trading accounts through networking, data base and references. * He will be responsible for setting the standards in client servicing and delivery, thereby creating a differentiation
with relevant comments/remarks for future reference To guide clients in the gathering of information/documents required such as bank account records, income tax returns, life and disability insurance records, pension plan information, and wills, etc. To conduct and assist in organizing seminars, workshops