Deliver quality services to customers of Cross-boundary Wealth Management Connect through inbound and outbound calls in order to achieve business targets
Identify existing and prospective customers' financial needs, including both products and services
Responsible for the online account opening for local and cross border customer
Propose resolutions and ensure formulations are in line with the overall business strategic goals, particularly optimize the retention of existing customers
Assist the superiors in implementing in accordance with the unit development guidelines and policies