strategies and impactful experiences. This role combines relationship-building with digital transformation, leveraging CRM... to support talent development for the local banking sector. Oversee membership operations in enhancing efficiency including CRM...
), or Enhanced Competency Framework (ECF) on Credit Risk Management (CRM) is preferred...
of global investment Marketing and customer relationship management (CRM) Investment learning Role-play Group presentation...
with MAS rules is a strong plus Experience in risk assessment, control design, and implementing wealth management platforms (CRM...
, presentation and closing skills at C-suite/ family office level Strategic thinker with strong CRM experience (Salesforce...
management (CRM) Investment learning Role-play What we offer: A certificate upon completion of the program Outstanding...
); manage shared folders, contact lists, and CRM updates; support and coordinate sales activity logistics. Quality & Timeliness...
abilities. Ability to manage complex and multi‑market accounts. Proficiency with CRM tools, MS Office, and data reporting...
-up actions are captured in the CRM system and implemented Proactively work with partners to target and develop clients..., developing, upskilling, and retaining individual contributors Experience with InterAction or similar CRM systems...
budgets and setting KPIs. Knowledge of SEO/SEM, CMS, Google Analytics, Google Ads, CRM, Meta Business Suite, and social...
industry preferred Holder of ECF-CRM an advantage Self-motivated with strong data analysis skills in MS Excel Knowledge...
Operational Excellence & CRM Discipline Enforce rigorous pipeline management, forecasting accuracy, and CRM data discipline... operating within matrix structures; disciplined CRM usage Deep technical knowledge of HK group medical, life, disability...
procedures Maintaining CRM data and sales reporting Achieving individual KPIs and sales targets Participating in training...
to develop direct marketing content such as DM, eDM, and SMS. Monitor campaign performance and collaborate with the CRM team... that deliver unique and engaging customer experiences to enhance brand value and recall. Initiate CRM events in partnership...
and staff coaching Critical thinking and decision-making skills Experienced in CRM initiatives to recruit and retain VIC...
and interpersonal skills Microsoft Office, CRM System, CMS and analysis tools experience or similar required Prior experience... working with CRM & loyalty programs is an advantage Possess proven marketing campaign experience Reasonable length...
. Regularly report and forecast your sales activities to management through our CRM software. Attend major industry trade shows... contract terms. Advanced MS Word PowerPoint and or similar CRM experience. Proficiency with MS Excel including the ability...
and guidance on product usage Strategic thinking and problem-solving abilities Proficiency in using CRM tools to manage customer...