Rship Mgr, Cbbc

Working Hour

Regular Hours
Monday - Friday

Business Area

Retail Banking

Location

Malaysia - Selangor

Description

**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
- Guide and mentor new and existing Relationship Managers
**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