Mark Lim Jiade

• Responsible for the growth of SME Payroll accounts for branches and supporting branch managers in generating revenue & operations efficiency.
• Developed a strong company culture focused on employee engagement, collaboration, and continuous learning opportunities.
• Implemented innovative marketing campaigns that boosted brand awareness and generated significant sales leads.
• Streamlined workflows by identifying bottlenecks in existing systems and proactively addressing these challenges through appropriate solutions implementation.
• Cultivated partnerships with external government agencies, stakeholders & companies to maximize business opportunities and extend network reach within the industry sector.

Manage existing PB portfolio & acquire NTB under priority banking segment AUM 250K above.

To deepen client relationship by providing regular market updates & trend analysis on

International equities, unit trust, bonds & other investment instruments in decision making.

Provide advice to PB clients approaching bank with complex investment needs.

Prepare & educate clients to interacting via online, client centre NTB referrals from client.

• Managed high-net-worth clients'' portfolios, ensuring optimal asset allocation for risk tolerance and investment objectives.
• Conducted in-depth financial analyses to help clients identify potential investment opportunities and risks.
• Enhanced client satisfaction with diligent attention to individual needs, proactive communication, and exceptional service.
• Delivered informative presentations on wealth management topics at corporate events and seminars, showcasing firm''s expertise and services offered.

Perform KYC during account opening to maintained compliance with bank policies and regulations while executing various financial transactions for customers.

Providing advisory services on Unitrust & Bancassurance products under personal banking

segment.

Obtaining information from loan applicants, analyzing applicant’s financial status, reviewing

loan documents as well as account opening.

• Promoted critical thinking skills by designing inquiry-based lessons that challenged students to analyze information from multiple perspectives.

Prepare, submit & analyze sales report on a regular basis.

Cross-sell & upsell Bancassurance products to bank customer

Analyze credit reports to have an in-depth of customer’s financial & needs.

• Developed innovative solutions for complex installation challenges, resulting in successful completion of projects under difficult circumstances.

Sales & Revenue - generating monthly quota in sales.

Providing basic product training for junior sales executive in design, understanding on

market, pricing, differentiating with other competitors & analyzing market demand of

accessories in jewelry industries.

Consultation & recommending on product selling (Gold & Jewelry).

Performing customer service during sales to ensuring clients satisfactory.

Creative thinking on promotional items for sales & marketing.