RM-EEG

About the role

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What you'll do

• Plan weekly branch visits and monthly morning meetings; Activate RM/PB through lead generation and joint calls; Review branch and resource performance with CH as needed
• Plan activities to achieve two calls and appointments daily; Communicate document requirements to customers and follow up
• Provide financial products like Insurance, CASA, Credit Cards, and Asset Products; Monitor and track leads for cross-selling opportunities
• CAM conditions review/OBA review
• Conduct monthly churn and conditions reviews; Justify OBA waivers or inform customers of penalties; Ensure compliance with CAM conditions

What you need

• 5–10 yrs of experience
• Cross-selling
• Portfolio management
• Insurance
• CRM
• CRO
• Compliance
• Chartered Accountant or MBA

Good to have

• HTML