The posting
Administrative Support:
Conduct administration work, including maintaining referral and customer records, coordinating communications, scheduling appointments, and ensuring timely follow-up. Maintain records, documentation, and files. Prepare presentations, reports, and other documentation as and when needed.
Financial Operations:
Conduct financial operations and management, such as supporting banking transactions as a maker, conducting purchases, filing expense claims, reconciling accounts, maintaining financial records, and collaborating with relevant internal and external teams to ensure smooth processes and operations.
Customer Referral:
Support and facilitate referrals of customers to the bank, conduct pre-requisite KYC/DD and information collection before referrals, help address customer inquiries, resolve issues, and deliver positive customer experience. Serve as a point of contact for clients, business partners, and various stakeholders. Ensure confidentiality and proper handling of sensitive internal and customer information.



