Relationship Manager
5 months ago
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**: RM6,000.00 - RM8,000.00 per month
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