KAN LEUNG

• Focusing to grow revenue of non-RM managed portfolio within business banking by digital solutions
• Total customers in this portfolio is 300,000. Including new to bank within 12 months and existing to bank more than 12 months.
• Mainly to manage projects of Packing Lending, Credit Card, Internet banking adoption and Mobile banking adoption.
• Streamlined workflows by identifying bottlenecks in existing systems and proactively addressing these challenges through appropriate solutions implementation.
• Working closely with Products, Marketing, Regulatory and Data analysis teams to ensure effectiveness of strategies and implementation
• Setting aspiration and income prediction of projects

• Supervise team of 8 account opening officers, providing guidance, support, and mentorship to ensure their productivity, adherence to policies and procedures, and professional development
• Achieving aspiration for more than 150 new to bank accounts per month by oversee end-to-end process of account opening
• Facilitate training sessions for new team members , ensuring they have a thorough understanding of account opening procedures, regulatory compliance, and customer due diligence requirements
• Communicating with internal stakeholders including RM, CDD, and Products teams to develop a strong network for fulfilling customer requests.
• Managing more than 20 external business partners, including company secretary, CPA firm, Law firm, driving sustainable revenue and numbers of new customer
• Creating and holding sales campaign to motivate team achieving aspiration on different related products

· Managing a portfolio of corporate clients with turnover base average of USD15m-USD50m, business nexus linked to PRC, APAC, EMEA, and Americas

· Extending comprehensive solutions to existing clientele, ranging from Mortgage, SGS/ SFGS-backed loans, Hire Purchase & Equipment Finance, Term & Bridging Loans, Premium Finance, Virtual Card solutions, Derivatives, Trade & Service Trade etc.

· Key financial highlights as of Aug 21: 29% OPI growth yoy, with 22.5% increase in GM income, over HKD2.7m EBV of GLCM deals booked, HKD404k I&I income earned, and new customer acquisitions totaled to HKD 40m.

· People engagement: Team Champion of GBA, GM and GLCM.

· Located in KWD district until Sep 2012 and moved to Central District

· Joined a 3-month project in CDD team in 2012.

· Provide general banking services, trade and credit, wealth management, asset protection and commercial-related products and services

· Grow an assigned portfolio of customers through effective management, development and retention of quality relationships

· Comprehend customer needs and introduce suitable products.

· Assign new to bank customers to different business center for maintaining one stop services

• Handle customer enquiry and provide solutions
  in different area
• Maintain high standard services to ensure bank
  reputations