• Assessing the profile and financial record of potential customers, using a range of credit analysis, to decide whether they should be granted credit• Recruiting new potential business (B2B) and maintain good relationship with current and new clients• Set terms and conditions with new potential business, such as credit type, credit amount, credit period and risk assessment• Achieve sales target and create a revenue report• Work closely with the digital marketing team in order to promote products• Streamlining processes to make payment easier• Make a cooperation agreement letter(PKS) for new business• Liaising with internal colleagues about future deliveries to customers

• Responsible for surveying international markets• Conducting research and keeping up - to - date with the latest financial news• Act as the key liaison between product development and buyers• Maintain customer relationships for future purchases• Visiting suppliers, meeting with clients, and overseeing logistics arrangementsfor them• Building relationships with potential clients and developing new businessopportunities

• Acquisition or opening a new account for customers• Promote and sell bank products which can be in the form of deposits, savingsand other additional products for short and long term• Carry out marketing and sales of fund product and services according to the target sets• Acquire and retains VIP customer (Mega First)• Monitoring the products sales revenue and reporting to the manager on weekly basis• Maintaining good relationship with current and new clients using customer satisfaction method to ensure customer loyalty

• Collaborating with the marketing manager, internal teams, clients and partners on developing market strategy• Helping identify marketing trends and key opportunities for innovation• Maintaining relationship with current and new potential clients• Work closely with Marketing Communication team to advertise AIA’s program• Cross Selling with Citibank and BCA to increase the business portfolio• Providing administrative support i.e., Preparing, formatting and editing arange of sales revenue

• Monitor insurance claims to ensure they are settled equitably for both the client and the insurer• Perform administrative tasks, such as maintaining records and handling policy renewals• Reporting Sales Revenue to the manager• Developing and maintaining networks (B2B & B2C)• Identified and maximized sales opportunities, and increased customerretention rates• Worked to achieve high customer satisfaction rates by providing optimalcustomer service• Established sales goals by forecasting annual sales quotas and projectingexpected sales volume for existing and new products