Selangor, Malaysia
Job Scopes & Responsibilities: - Analyze clients' financial needs on company level - To consult with company director on various options for company financial planning - Identify company financial needs and provide suitable financial products/solutions to clients - Marketing on various bank financial products including government guarantee schemes
Job Scopes & Responsibilities: - To manage overall sales performance national wide on financial adviser channel. - To lead & support financial adviser on their daily sales related operations. - To provide necessary insurance products training to designated financial adviser firm.
Job Scopes & Responsibilities: - Source new and existing customers, package the requirements for business loan applications. - Conducting program lending, due diligence tasks and credit analysis and to ensure asset quality. - Responsible for processing of business loans application and submission for an approval, closely follow up on the acceptance until full disbursement. - Perform credit write up and propose to senior credit approval based on documents and KYC due diligent. - Drive and generate fee based income from cross selling activities on insurance and cards.
Responsibilities: -Responsible for managing and driving a portfolio of commercial accounts to provide value-added banking advice and customized financial solutions in order to optimize revenue generation from the portfolio. -Write credit proposals for new account acquisition and ensure timely review on existing portfolio. -To enhance the share of wallet and business opportunities by leveraging on products offering in trade, credit, cash management, investment banking and treasury in line with the Wholesale Banking Division's credit underwriting standards. Experiences: -Understood industries credit risk issues and risk mitigating factors. -Evaluated company financial performance by read and understand company audited and unaudited financial report. -Enhanced account knowledge by knowing the art of accounting. -Exposed to different industry sectors by meeting with the directors.
Job Scopes & Responsibilities: •Source and book new loan application through various channels. •Provide alternative solution to approve loans at the same time ensure compliance with the bank’s policy. •Promote Citibank mortgage products and actively cross sell other products. •Maintain and uphold service standards set by management and uphold corporate responsibility at all times. •Ensure compliance and consistency with bank's Compliance & Control policy