ROLE PURPOSE

To support Senior Specialists in servicing a portfolio of low- to mid-value clients, preparing documentation, and executing reactivation and acquisition strategies, while building capacity to take on larger roles in the future.

KEY RESPONSIBILITIES

• Manage a portfolio of low- and mid-tier clients with potential for transaction growth or Premier upgrade
• Support AMs with client meeting preparation, documentation, and post-call follow-up
• Source NTB clients from personal networks, referrals, and local outreach efforts
• Lead reactivation follow-ups for inactive or low-usage small accounts
• Participate in training programs and shadow AMs to enhance client engagement capabilities
• Coordinate with internal teams to ensure proper KYC, service delivery, and onboarding
• Maintain client tracking tools, assist in reporting, and help prepare internal dashboards

Experience

• Minimum 2-3 years of sales experience or RM experience in banking, financial institutions, or service industries

Knowledge & Skills

• Good knowledge of local regulatory environment & various banking products
• A strong work ethic and a commitment to ethical and professional behavior
• Strong analytical and problem-solving skills, with the ability to make sound financial recommendations
• A customer-centric approach with a focus on providing exceptional service to clients
• Efficient execution of assignments within a short time frame
• Able to adapt to a fast-changing environment
• Presentable and smart to project professionalism, competence, and trustworthiness
• Excellent communication skills (written, spoken, email, PowerPoint)

Education & Special Training

• Bachelor's degree in finance, business, economics, or a related field
• Entrepreneurship, results orientation, client impact, team worker, broad orientation, and social engagement
• Knowledge of customer relationship management (CRM) practices

Languages

• Good verbal and written communication skill; both in Myanmar and English