Relationship Manager

2 weeks ago


Kuala Lumpur, Kuala Lumpur, Malaysia Hr Plug-In Consultancy Full time

Job Description:


Sales Planning & Activities - Prepare and pro-actively execute sales plans for prospective customers from Bank's leads (LMS) and self-generated leads - Actively participate and collaborate with other sales personnel at PBC/branch/region on sales activities/campaigns for customer acquisition and retention - Prepare and provide investment & wealth financial advisory and assistance to customers for their investment/wealth portfolio management - Periodic review of customers' investment portfolio and increase AUM - Plan and identify cross selling/up selling to increase customers' PHR and revenue - Set appointments, sales visitations, prospecting and engagement with customers Sales Management - Maintain regular contact with existing customers to foster closer relationship and for referrals - Work closely with Centre Manager, Branch Manager and Regional Sales Heads on sales activities, promotion and campaigns - Prepare and monitor sales performance and competitors analysis to Management - Compliance to Bank's policy, procedures and observe sales code of ethics PRIMARY OBJECTIVE - Acquire new to Premier (NTP) customer to achieve sales/revenue/AUM targets assigned by the Bank and contribute towards the overall Premier Banking targets - To promote and professionally sell a range of wealth, investment and banca products to existing and potential customers - Prepare and provide sound advisory on wealth and financial planning - Maintain regular contacts and enhance banking relationship with customers for higher share of customers' wallet - Participate in branch/region/Bank sales activities and campaigns to achieve deliverables.


Requirements:

  • Degree holder
  • Diploma with minimum 3 years relevant working experience on the fields
  • Certified Financial Planner certification (CFP)
  • Do take note UT and Banca License (PCEILL/CEILLI) will do if no IPPC license
  • Minimum 2 years of sale experience preferably in wealth and banca products with FIs
  • Pleasant personality with excellent verbal and written communication skills
  • Possess relevant licenses required for the portfolio
  • Sales and results oriented
  • Good interpersonal and relationship building skills

Salary:
RM6, RM8,000.00 per month
  • Relationship Manager

    2 weeks ago


    Kuala Lumpur, Kuala Lumpur, Malaysia Affin Bank Full time

    Relationship Manager (Nationwide)Create the future with Affin You too can make a difference.We continuously innovate to transform our financial services landscape - making banking better and easier. Join us at AFFIN, where the open minds meet and be inspired by a shared commitment to great work. You too can make a difference.ACCOUNTABILITIES Manages,...

  • Relationship Manager

    4 weeks ago


    Kuala Lumpur, Kuala Lumpur, Malaysia Randstad Malaysia Full time

    About UsWe are a digital asset-focused trust, custody, and financial technology company at the forefront of the emerging digitalization of assets. Our best-in-class custodian and near-banking layer enable previously unattainable options for payments, asset management, and access to products that can enhance financial inclusion.We are Asia's first homegrown...

  • Relationship Manager

    2 weeks ago


    Kuala Lumpur, Kuala Lumpur, Malaysia Randstad Malaysia Full time

    About UsWe are a digital asset-focused trust, custody, and financial technology company at the forefront of the emerging digitalization of assets. Our best-in-class custodian and near-banking layer enable previously unattainable options for payments, asset management, and access to products that can enhance financial inclusion.We are Asia's first homegrown...

  • Relationship Manager

    4 weeks ago


    Kuala Lumpur, Kuala Lumpur, Malaysia Randstad Malaysia Full time

    About UsWe are a digital asset-focused trust, custody, and financial technology company at the forefront of the emerging digitalization of assets. Our best-in-class custodian and near-banking layer enable previously unattainable options for payments, asset management, and access to products that can enhance financial inclusion.We are Asia's first homegrown...

  • Relationship Manager

    2 weeks ago


    Kuala Lumpur, Kuala Lumpur, Malaysia Hong Kong Fiduciary (M) Sdn Bhd Full time

    Company DescriptionThe Hong Kong Fiduciary Association Limited is a coalition of professionals from various financial industries including Trusts, Insurance, Banking, Securities, Funds, and Real estate. With over 800 members in Hong Kong and Asia, we aim to promote the common interests of our member units and abide by constitutional laws and regulations. Our...

  • Manager, Relationship

    2 weeks ago


    Kuala Lumpur, Kuala Lumpur, Malaysia Hong Leong Bank Full time

    If you are looking to excel and make a difference, take a closer look at usLocation: Phnom Penh, CambodiaResponsibilities; Grow a strong deposit base & customer footing via acquisition & expansion of New to Bank sole proprietorship, partnership, corporation and other businessrelated customers; Manage customer relationships to build a profitable relationship...

  • Relationship Manager

    2 weeks ago


    Kuala Lumpur, Kuala Lumpur, Malaysia EPS Ventures Sdn Bhd Full time

    Client Companay: Non Banking IndustryLocation: Kuala Lumpur (prefer to have own transportation)Position: PermanentRemunerations: Basic + commissionJob Scope: Calling and visiting prospects from lists provided by company and from own contacts Ascertaining prospects' financing requirement from sales calling and visiting activities Identifying interested and...

  • Relationship Manager

    2 weeks ago


    Kuala Lumpur, Kuala Lumpur, Malaysia Agensi Pekerjaan Career Channel Sdn Bhd Full time

    Key Responsibilities: Acquire and manage customer relationships by providing financial planning advice in a sales oriented environment. Manage customer relationships to increase share of wallet under the "Farmer" concept. Provide financial planning advice to customers focusing on Wealth Management Products. Take initiative and run activities to source...

  • Relationship Manager

    2 weeks ago


    Kuala Lumpur, Kuala Lumpur, Malaysia EPS Ventures Sdn Bhd Full time

    Responsibilities:1) Business Sourcing Calling and visiting prospects from lists provided by company and from own contacts2) Prospecting Ascertaining prospects' financing requirement from sales calling and visiting activities Identifying interested and qualified prospects3) Sales Closing Convincing the prospects to sign up with company and maintain longterm...

  • Relationship Manager

    2 weeks ago


    Kuala Lumpur, Kuala Lumpur, Malaysia Public Bank Berhad Full time

    Job Highlights- Attractive remuneration package and employee benefits Excellent career advancement opportunity A vibrant and fast-paced working environmentWe are seeking highly motivated and sales-oriented individual to join our team as a Relationship Manager.In this role, you will be:Promoting and selling Wealth Management products and providing financial...

  • Relationship Manager

    2 weeks ago


    Kuala Lumpur, Kuala Lumpur, Malaysia Talentnect Full time

    Responsibilities:Business Sourcing: Calling and visiting prospects from lists provided by the company and from own contacts.Prospecting: Ascertaining prospects' financing requirements from sales calling and visiting activities. Identifying interested and qualified prospects.Sales Closing: Convincing the prospects to sign up with the company and maintain...


  • Kuala Lumpur, Kuala Lumpur, Malaysia Randstad Malaysia Full time

    about the companyRandstad has recently partnered with one of the leading gaming and animation studio in Malaysia. They are looking to hire a Business Relationship Manager to join their team.about the jobInitiate and develop relationships with clients for business growthDevelop and maintain detailed business plans for clients projectsWork with management in...


  • Kuala Lumpur, Kuala Lumpur, Malaysia Tanuki Solutions Sdn Bhd Full time

    Customer Relationship Management: Build and nurture relationships with new and existing customers, understanding their requirements, and proactively addressing their needs. Customer Acquisition: Identify and target potential customers through various channels, such as referrals, networking, or market research, and develop strategies to acquire new business....

  • Manager, Relationship

    2 weeks ago


    Kuala Lumpur, Kuala Lumpur, Malaysia Hong Leong Bank Full time

    If you are looking to excel and make a difference, take a closer look at us Location: Phnom Penh, Cambodia Job Responsibilities:Build profitable relationships with perspective customers from their portfolio to deepen and broaden our share of wallet Market priority banking products as well as crosssell other consumer banking products to new and existing...


  • Kuala Lumpur, Kuala Lumpur, Malaysia British Council Full time

    Account Relationship ManagerDate:27 Jun 2023Location: Kuala Lumpur, East Asia, MYCompany:British CouncilWe support peace and prosperity by building connections, understanding and trust between people in the UK and countries worldwide.We work directly with individuals to help them gain the skills, confidence and connections to transform their lives and shape...


  • Kuala Lumpur, Kuala Lumpur, Malaysia Platinum Victory Full time

    The Customer Relationships Manager is responsible for building good relationship with customers, to execute marketing strategies, create and implement digital campaigns and secure and/or coordinate events for the Food & Beverages outlets.Responsibilities: Acquires and builds strong relationships and network with new, existing or regular customers....


  • Kuala Lumpur, Kuala Lumpur, Malaysia FPT SOFTWARE MALAYSIA SDN BHD Full time

    Fpt Software Malaysia Sdn BhdPosition : BUSINESS ENGAGEMENTLocation : Menara Hap Seng 2Salary : Depends on experiencesCompany BackgroundFPT Software is a global technology and IT services provider with headquarters in Vietnam. We offer world-class services in a variety of fields such as Advanced Analytics, AI, Digital Platforms, Cloud, Hyperautomation, IoT,...


  • Kuala Lumpur, Kuala Lumpur, Malaysia Two95 International Inc. Full time

    CANDIDATE MUST POSSES - compulsory licenses - IPPC, FIMM, PCE, CEILLI, TBE, etc.Key Responsibilities: Acquire and manage customer relationships by providing financial planning advice in a sales oriented environment. Manage customer relationships to increase share of wallet under the "Farmer" concept. Provide financial planning advice to customers focusing...

  • Relationship Manager

    2 weeks ago


    Kuala Lumpur, Kuala Lumpur, Malaysia Agensi Pekerjaan TalentWork Sdn Bhd Full time

    The bank is an international MNC banking group that provides a broad range of financial services to local corporates and multinational corporations in Malaysia.Responsibilities: Marketing for Corporate Business. Ensure marketing and business targets are achieved. Provide financial advice to commercial clients and institutions as well as promoting financial...

  • Relationship Manager

    2 weeks ago


    Kuala Lumpur, Kuala Lumpur, Malaysia Lunch Actually Sdn Bhd Full time

    Role Overview: Relationship ManagerThis role will be servicing our Malaysia branch. As a Relationship Manager, you'll play a pivotal role in driving revenue growth by consistently achieving monthly sales targets and goals. Your responsibilities will include engaging in consultative selling and effectively closing deals, as well as sales-related...