BDO-Sales-Emerging Enterprises Group

About the role

To run initiatives aligned with key business objectives to achieve the bank's goal of business leadership.

What you'll do

• Lead Generation/Logins: Follow up on calls for documents, check document completeness, review financials/bank statements, collect property documents for legal/valuation
• CAM Conditions Review/OBA Review: Conduct monthly churn review for OBA and monthly conditions review for both OBA and CAM
• Portfolio Management and Housekeeping (HK): Reduce HK, close critical and high aging items, and carry out SVR/Call Memo/plant visit reports
• Stock Insurance/Pro perty Insurance: Communicate premium to customers, collect required documents, and submit to operations

What you need

• 1–4 yrs of experience
• Sales
• Lead generation
• Cross-selling
• Insurance
• Valuation
• Portfolio management
• Any graduate

Good to have

• HTML