Specialist, Wealth & Bancassurance

Generic Accountability

• To achieve set monthly Wealth & Banca sales targets in accordance with business goals/KPIs.
• Ensure timely completion of sale and other customer related documentation.
• Enhance customer satisfaction by providing quality services by responding to customer requests in a timely manner & reducing the turnaround time for processing the business requirements.
• Will ensure a minimum number of leads on Liabilities, Trade Working Capital and Program lending are referred.
• To liaise with various departments for applications processing and customer onboarding.

Compliance / Operational Activities

• Monitor money laundering activities and coordinate remedial actions with management.
• Ensure adherence to banking regulations and organization guidelines relating to customer acceptance, data protection, money laundering and KYC.
• Whenever needed, contact customer service grou...