Manage a targeted multi-channel campaign to 1,000+ leads on a daily basis. Perform sales probing and advisory to potential clients to identify key pain points and needs. Deliver tailored product presentations to achieve high win-rate. Manage sales pipelines and database using CRM system (Zoho).

New-to-bank customer acquisitions. Maintained and managed funding customer portfolio. Regularly conduct KYC assessment to new and onboarding customers. Promote and sell conventional and wealth banking products to new and existing customers according to their risk profiles.

Managed and maintained funding portfolio. Achieved 20-fold of fund portfolio growth over the span of 12 months. Regularly conducted KYC assessment to new and onboarding customers. Promoted and sold conventional and wealth banking products to new and existing customers according to their risk profiles.

Provided administrative support - prepared weekly sales funnel report for revenue, sales, and marketing team. Followed up sales leads from account managers. Ensured seamless turnover from sales to service back to sales for every event. Proactively developed and maintained excellent relationships with Account PICs. Created and followed up on sales leads from corporate accounts. Managed and assisted 50+ key accounts from 10+ industries.