- Drive client acquisition and management of exiting individual VVIP & Corporate client relationships, both local and international, in alignment with the bank’s strategy to achieve desired quality of business growth.- Establish and develop innovative sales strategies to address evolving customer needs, collaborating closely with the product development team to enhance offerings.- Identify, recruit, lead a team of highly skilled and motivated business specialists to meet client needs… Show more - Drive client acquisition and management of exiting individual VVIP & Corporate client relationships, both local and international, in alignment with the bank’s strategy to achieve desired quality of business growth.- Establish and develop innovative sales strategies to address evolving customer needs, collaborating closely with the product development team to enhance offerings.- Identify, recruit, lead a team of highly skilled and motivated business specialists to meet client needs and drive new business growth, increasing market share to appropriate levels.- Implement a comprehensive client journey and value proposition for the business and individual premier segments, ensuring a seamless experience.- Design tailored product offering to meet the needs of premier & corporate sectors, maintaining regular contract with client executives to drive bank’s business objective.- Monitor industry trends and competitor activities to inform strategic decisions and adapt service delivery accordingly.- Foster a culture of exceptional customer service within the team, ensuring high levels of client satisfaction and loyalty.- Collaborate with cross-functional teams to enhance operational efficiency and streamline process related to affluent and international banking services. Show less

1. Full Business Operation Setup• Design and Blueprint: Craft a robust work structure and comprehensive plan.• Procedural Excellence: Develop and document business operation procedures.• Talent Hunt: Identify the right individuals for key roles.• Empower Your Team: Provide staff training and development programs.• Market Dominance: Formulate compelling sales and marketing strategies.• Timely Monitoring: Keep your business operation on track within defined timelines.•… Show more 1. Full Business Operation Setup• Design and Blueprint: Craft a robust work structure and comprehensive plan.• Procedural Excellence: Develop and document business operation procedures.• Talent Hunt: Identify the right individuals for key roles.• Empower Your Team: Provide staff training and development programs.• Market Dominance: Formulate compelling sales and marketing strategies.• Timely Monitoring: Keep your business operation on track within defined timelines.• Ongoing Support: Enjoy free consultation and advisory services for one year post-project completion.2. Loan Brokerage• Financial Insight: Conduct thorough income statement analysis.• Creditworthiness Evaluation: Assess creditworthiness with precision.• Banking Wisdom: Receive expert recommendations on banking services.3. Real Estate Cross Border Services - For Melbourne, Australia only Show less

- Contribute in the development of ecosystem strategies, value chain solutions.- Manage and growth deposit portfolio, payments transaction and other value add services.- Managed and coordinated large sales teams across new business development and account development.- Oversaw daily activities of direct reports, maximizing overall team productivity.- Developed positive, collaborative working environments, maximising team drive and commitment to achieving sales targets.-… Show more - Contribute in the development of ecosystem strategies, value chain solutions.- Manage and growth deposit portfolio, payments transaction and other value add services.- Managed and coordinated large sales teams across new business development and account development.- Oversaw daily activities of direct reports, maximizing overall team productivity.- Developed positive, collaborative working environments, maximising team drive and commitment to achieving sales targets.- Conducted regular sales team training on updated trends, catalogue updates, sales techniques and target customers.- Collaborated effectively with staff and clients, building and nurturing positive, productive professional relations.- Improved net new client acquisition through effective team coaching and development.- Designed a wide range of strategic plans, including growth, sales and marketing plans to ensure business reached monthly targets.- Worked with marketing teams to develop creative and compelling marketing material to aid sales activities.- Utilised outstanding interpersonal, persuasion and negotiation skills to improve client retention and annual profits. Show less

- Retail (Deposit & Loan) -Leading a team of Relationship Managers, customer services to support various sales, daily operation activities and management roles to drive and achieve a significant growth while maximizing sustainable profitability for Retail banking business through delivering the strategy.- Oversaw marketing strategies leading to sales increase.- Set daily sales and service KPIs, developing and motivating staff to achieve targets.Establish Call Center/Credit… Show more - Retail (Deposit & Loan) -Leading a team of Relationship Managers, customer services to support various sales, daily operation activities and management roles to drive and achieve a significant growth while maximizing sustainable profitability for Retail banking business through delivering the strategy.- Oversaw marketing strategies leading to sales increase.- Set daily sales and service KPIs, developing and motivating staff to achieve targets.Establish Call Center/Credit Card/Payroll Business (March 2020 - April 2021)- Setup a call center business operation and team from scratch to support overall sales & services online operation during Covid-19 and drive the business operation as a one-done solution at the contact center.- New team setup for payroll business, sales strategy and sale operation from end-to-end process.- Credit card project kick-off, in charge of product setup and development.- Coached and mentored junior staff to deliver outstanding customer service and grow company profits. Show less

- Coordinated meetings with clients to better understand their needs, requirements and find best ways to sell to them.- Leveraged working knowledge of banking products to create new client relationships.- Built and maintained existing customer relationships, acting as a trusted advisor regarding a variety of banking activities.- Proactively sourced and developed new business from internal and external referral networks.- Achieving the business target assigned, maximizing product… Show more - Coordinated meetings with clients to better understand their needs, requirements and find best ways to sell to them.- Leveraged working knowledge of banking products to create new client relationships.- Built and maintained existing customer relationships, acting as a trusted advisor regarding a variety of banking activities.- Proactively sourced and developed new business from internal and external referral networks.- Achieving the business target assigned, maximizing product usages.- Set up new client accounts and updated Salesforce files with precision.- Provided exceptional service and support, going extra mile to retain customers.- Maintained a high standard of ethics and conduct for sound banking operations and business success.- Contacted existing customers and informed them of new product offerings.- Exchanged foreign currency and advised customers of optimal exchange times.- Effective handling of customer issues and complaints.- Highly professional and consistent level of customer service.- Identified and reported suspicious events in line with anti-money laundering legislation and procedures. Show less

- Actively hunt for customers that may have a mortgage need.- Maintained thorough knowledge of lending products to give accurate information and recommendations to clients.- Analyzed clients' background checks and financial records to determine loan risk involved.- Reviewed applications to determine compliance with loan-to-value (LTV) or debt service ratio (DSR) policy guidelines.- Performed detailed review of appraisal properties to determine acceptability of security for… Show more - Actively hunt for customers that may have a mortgage need.- Maintained thorough knowledge of lending products to give accurate information and recommendations to clients.- Analyzed clients' background checks and financial records to determine loan risk involved.- Reviewed applications to determine compliance with loan-to-value (LTV) or debt service ratio (DSR) policy guidelines.- Performed detailed review of appraisal properties to determine acceptability of security for portfolio loans.- Write subsequent mortgage proposals.- Examined loan document entries and reconciled against client paperwork to complete required loan processes.- Ensure responsible lending capacity, which is a fundamental part of the loan application process.- Ensure all applications/credit papers submitted for approval are completed to a high standard in all respects.- Kept paperwork and sensitive information stored in secure portals, keeping files organized for future reference.- Contribute to the development of a sound profitable business, by creating effective referral networks, including internal business relationships, existing customers and external introducer relationships. Show less

- Budgeting management, analysis daily transaction reporting.- Coordinating with and reporting to managers to carry out campaigns. - Develop product and communication materials. - Liaising and networking with a range of stakeholders. - Monitoring and coordinating the production of promotional materials.- Managing and controlling Post of Sale Materials. - Negotiate and building a network of supplier to provide cost effective.- Monitoring competitor activities…etc.

- Team performance management (22 Call Center Consultants) - Ensuring daily activities are produce and initial analysis - Ensuring customer complaints are solved in a professional manner - Identify issues that are affecting the achievement of target and solve - Discuss and provide the solution/feedback of any problems to team - Incoming and outgoing calls monitoring to ensure service standard met - Create sale activities campaign from outbound call - Produce… Show more - Team performance management (22 Call Center Consultants) - Ensuring daily activities are produce and initial analysis - Ensuring customer complaints are solved in a professional manner - Identify issues that are affecting the achievement of target and solve - Discuss and provide the solution/feedback of any problems to team - Incoming and outgoing calls monitoring to ensure service standard met - Create sale activities campaign from outbound call - Produce weekly/monthly management reports - Make sure staff follow work instructions, process and policy. Show less

Air Freight Import/Export- Shipments planning and organizing - Daily businesses follow up for smooth business transactions - Provide customers with timely, accurate, and courteous services - Building and maintain good relationship with key business contacts - Ensure follow updated Standard Operation Procedure - Managing and controlling the daily operation work, problem solving - Provide business quotation to customers upon requested - Obtain updated airfreight… Show more Air Freight Import/Export- Shipments planning and organizing - Daily businesses follow up for smooth business transactions - Provide customers with timely, accurate, and courteous services - Building and maintain good relationship with key business contacts - Ensure follow updated Standard Operation Procedure - Managing and controlling the daily operation work, problem solving - Provide business quotation to customers upon requested - Obtain updated airfreight rate and negotiate for better rate and transit - Update statistic reports and market situation to HQ in monthly basic…etc Show less

Coordinate for a smooth business transaction to ensure customer loyalty and satisfactions for a long term business profit,Follow up with vendor/factory regarding the daily operation issues..,etc

Sea Freight (Export)- Assist the team to ensure all shipments are safe loading and arrival -Issue all kinds of HBLS/MBL by coordinating with both shipper and buyer to make sure all documents are correct and update shipping details into the system.