Pfs - Intern (Acquisition & Portfolio - Deposit)
19 hours ago
Define your future at Hong Leong Bank
1. Day-to-Day Duties
- Sorting, compiling and organising data from various sources
- Schedule meetings and trainings, taking attendance for those that are compulsory
2. Monitoring the daily activities and progress of all Mobile Deposit Specialists (MDS)
Tracking & Reporting
- Tracking their account opening figures and account details to ensure that it is updated and completed on time
- Send reminders to those who are not updating
- Report to the MDS Manager on daily total figures
- Track MDS movement (i.e. those who have resigned, new MDS, etc.)
Management
- Create excel templates each month for tracking
- Schedule MDS meetings and trainings
- Respond to enquiries and issues that MDS are facing
- Collect certain documents from MDS
- Create and continuously update MDS directory that includes their contact details
- Map MDS to leads according to branch postcode locations for campaign launching and tracking.
- Create guides to instruct MDS on certain processes
- Compile complaints sent in by MDS.
3. Data analysis
- Present data visually eg via bar charts, pie charts and line charts
- Create graphs to present trends in Fixed Deposits
- Create graphs to present MDS productivity and progress
4. Support the launch of the Junior App campaign
- Copywrite marketing materials including soft launch teasers across all channels
- About Hong Leong Bank_
- We are a leading financial institution in Malaysia backed by a century of entrepreneurial heritage. Providing comprehensive financial services guided by a Digital-at-the-Core ethos has earned us industry recognition and accolades for our innovative approach in making banking simpler and more effortless for our customers. Our digital and physical offerings span across a vast nationwide network in Malaysia, strengthened with an expanding regional presence in Singapore, Hong Kong, Vietnam, Cambodia, and China._
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