Eastspring is a global asset manager with Asia at its core. We create a culture in which diversity is celebrated and inclusion assured, for our colleagues, customers, and partners. We provide a platform for our people to do their best work and make an impact to the business, and in exchange, we support our people's career ambitions. We pledge to make Eastspring a place where you can Connect, Grow and Succeed.
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KEY RESPONSIBILITIES OF THE ROLE:
- Manage sales to achieve the target of the responsible Branch Banking Region/Zone.
- Respond to Branch Banking inquiries, service, or transaction requests and maintain a clear flow of communication among all parties.
- Resolve problems in an accurate, timely, and professional manner.
- Coordinate with banks regarding customer complaints and problem resolution and/or compensation.
- Respond to calls from investment professionals and provide them with information on mutual fund offerings, services and operating procedures.
- Recommend asset allocation models or suitable investments for clients according to their objectives, horizon, and risk tolerance.
- Co-seminars with banks on current investment climate and financial market to up-sale or cross-sell with Eastspring products.
- Support and provide professional answers on investment, financial market, fund insights, operations such as error-transaction process, dividend payment dates, fund holidays, etc.
- Provide product presentations, competitor reviews, and financial market commentaries as requested or deemed necessary.
- Present the seller development plan and new customer sales plan to the responsible Sales Head on a quarterly basis.
- Coordinate, support and develop relationships with regional managers and zone managers.
- Other assigned by team head and senior leaders.
QUALIFICATIONS and EXPERIENCE:
• Bachelor's degree in Banking, Finance, Economics, or related fields.
• At least 3-5 years of experience in the financial services industry, preferred mutual fund.
TECHNICAL/ FUNCTIONAL SKILLS:
- IC and IP License.
- Strong knowledge of retail banking products and services (Deposits, Loans, SME Banking).
- Branch operations management and process optimization.
- Risk management and compliance with regulatory requirements.
- Sales performance analysis and reporting.
- Familiarity with Core Banking systems and digital banking platforms.
- Team leadership and resource allocation.
BEHAVIOURAL COMPETENCIES AND SKILLS:
- Leadership & People Management: Ability to motivate, coach, and develop branch staff.
- Customer Orientation: Focused on delivering superior customer experience.
- Problem Solving & Decision Making: Makes informed decisions and resolves issues promptly.
- Communication & Influencing Skills: Clear communication and ability to influence stakeholders.
- Adaptability & Change Management: Flexible in responding to market and technology changes.
Eastspring is an equal opportunity employer. We provide equality of opportunity of benefits for all who apply and who perform work for our organisation irrespective of sex, race, age, ethnic origin, educational, social and cultural background, marital status, pregnancy and maternity, religion or belief, disability or part-time / fixed-term work, or any other status protected by applicable law. We encourage the same standards from our recruitment and third-party suppliers taking into account the context of grade, job and location. We also allow for reasonable adjustments to support people with individual physical or mental health requirements.
