Relationship Manager @ Cbbc-kota Damansara
3 weeks ago
Working Hour
Regular Hours
Monday - Friday
Business Area
Retail Banking
Location
Malaysia - Selangor
Description
**Key Responsibilities**:
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
Peer Support
- As a mentor to provide guidance to other Relationship Managers
**Requirements**:
**Requirements**:Bachelor Degree - Any related field(s).
Relevant experience & exposure to Wealth Management and financial products
PC / Microsoft Office literate with excellent presentation, interpersonal and communication skill
Possess pleasant personality and versatile
Able to interac t with customers from all walks of life
Confident and sociable in character
**Benefits**:
Dental, Education support, Miscellaneous allowance, Medical, Loans, Sports (e.g. Gym), Parking, Vision, Regular hours, Mondays - Fridays, Casual Business Wear, Performance Based Rewards
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