Jaye Lim Email & Phone Number

Federal Territory Of Kuala Lumpur, Malaysia

- Identify and execute cross sell opportunities from existing and new to bank customers for all business banking products- Grow customer portfolio size by deepening existing customer relationship- Provide advice on potential financial solutions based on identified needs- Analyze financial requirements of customer and match with bank’s product offerings- Identify and priorities activities to maximize revenue contribution from allocated customer portfolio- Maintain close working relationship with colleague and management to assist in resolving business banking’s problems and service requests- Analyze and review potential business to ensure maximum profitability- Ensure disciplined adherence to set sales and relationship management processes and standards- Migrate the customers’ towards digitization agenda of the bank- Collaborate with products, credit and functional specialists to deliver timely and effective customer solutions- Operate within Risk & Compliance requirements/ framework- Able to convert service recovery issue into customer loyalty opportunity

Malaysia

- Provide and offer financial products and services to core banking customers- Communicate and understand customer needs and requests- Promote and cross-sell bank products to core banking customers- Provide comprehensive financial advice and review customer investment portfolio- Manage various customer service requests and complaints- Assist customer to open deposit account, complete the credit card application form and reset the internet banking ID/ password- Maintain lasting relationship with existing customer and improve their loyalty with bank by updating latest market information and promotion- Participate and organize branch activities to attract and increase walk-in customers- Engage in Corporate Employee Program to increase bank CASA and cooperate with Business Banking department- Constantly achieve monthly target and commitment- Discuss and plan customer portfolio and branch activities with team manager- Engage with investment consultant and Banca manager for market update and Banca promotion

Malaysia

- Coordinate meeting arrangement which related to GST project- Follow instruction given by Project Management Manager- Tracking status and process to make sure all tasks can be completed on time- Liaised and follow up closely with all representatives from each department- Ensure process change has been communicated to all internal staff- Compound overall project status from every work-stream- Prepared the consolidate material for update and report to Project Management Manager- Participated in preparing material for meeting and minutes for ad-hoc meeting- Provide GST information and advise to internal staff- Member of GST helpline after GST implementation- Assist to manage GST queries which raised by internal staff

Bachelor'S Degree, Banking And Financial Support Services, Second Class Honours

Advanced Diploma, Banking And Financial Support Services, Merit

Diploma, Banking And Financial Support Services, Merit