Relationship Manager

2 weeks ago

Petaling Jaya, Malaysia Standard Chartered Full time

**Job**: Retail Banking

**Primary Location**: Asia-Malaysia-Petaling Jaya

**Schedule**: Full-time

**Employee Status**: Permanent

**Posting Date**: 24/Mar/2024, 8:20:18 PM

**Unposting Date**: Ongoing

**Role Responsibilities**

**Strategy**
- To execute and deliver towards the growth of Business Banking Medium Enterprises in line with Group’s strategies.

**Business**
- Sales and Portfolio Management_
- Achieve individual financial and non-financial targets while contributing towards team’s overall deliverables through:

- effectively generating new business - identify prospects and convert in line with the Bank’s appetite
- strategically formulating account plan - provide clients needs-based solutions, structure appropriate credit facility, and execute various banking transactions
- proactively building trusted client relationships - maintain a portfolio of active and growing customers
- Market and sell broad range of products including trade service, cash management, treasury and investment
- Build and expand existing client relationships through pro-active contact, account planning, wallet sizing and effective pipeline management.
- Identify and prioritize activities to maximize revenue contribution from allocated client portfolio.
- Provide advice on potential financial solutions based on identified needs
- Origination and structuring of deals based on client needs jointly with product partners as appropriate
- Consult and recommend strategies where account management or recovery is needed on problem accounts, assisting credit in identifying sources from minimizing loan losses
- Work effectively across geographic borders with customers to deepen relationships with the Bank.
- Generate creative ideas on customer acquisition and products/ services
- Regularly feedback to Team Leader and peers on new and anticipated financial and service needs and recommend appropriate improvements to processes on new products
- Maintain a high level of professionalism in client engagement, internal stakeholder management and other business conduct
- Account Plan and limits ownership_
- Completion of Account plan and securing requisite approvals;
- Ongoing scrubbing of limits to ensure they are necessary and structured so as to use RWAs efficiently;
- Maintaining a catalogue of all limits (actual and proposed) and their rationale / use liaising with FAMs across the SCB network as needed if applicable.
- BCA Preparation and Management_
- Timely and accurate completion of BCA
- Work closely with credit team to ensure good quality lending decisions are made; to ensure the strict adherence to the prevailing EAR / credit policy
- Ownership of documenting Parental Support, where applicable;
- Completion of ESRA, GWWR and A&S (FM suitability) assessments;
- Preparation of Raptor;
- Proposing Covenants and Risk Triggers, in discussion with Credit Analyst teams and Risk;
- Ensuring coherence of entire BCA package (including part II), jointly with Credit Analysts;
- Liaising with Credit colleagues post submission to expedite turn around times.
- Documentation management_
- Taking the lead in executing documentation with clients, in partnership with LDU and/or external counsel where appropriate;
- Maintaining a catalogue of all documents held for portfolio clients (facility, security and related);
- Ensuring all documentation remains current, including through the proposing and management of DDWs where necessary;
- Partnering COBAM and other operational related responsibilities_
- Partner COBAM in ensuring all CDD and related policies and procedures are followed;
- Completion of Sanctions questionnaires, RRRC submissions and similar, liaising with the client as necessary
- The role will be accountable for minimising all Astar overdue and expired items, as well as for reporting requirements around Astar items (particularly Early Alert names).
- The role holder will be accountable for all Excess and Past Due management and related governance
- Monitor and release offerings on Client trade transactions where applicable

**Processes**
- Support continuous improvement of the operational efficiency and effectiveness of processes to increase the consistency of systems and processes.
- Support the framework for effective management of operational risks across the Business and compliance with applicable internal policies, and external laws and regulations at a global level.
- Support the execution of Business strategy in a safe and well-controlled manner and on an end-to-end basis - incorporating infrastructure requirements and ensuring that they are fit-for-growth.
- Follow and comply with AML CDD policies and procedures where applicable
- Ensure internal / external KYC requirements are adhered to
- This role encompasses the processes under the ORF such as Client Due Diligence, On-boarding and Account Management, Static Data Monitoring, Credit and Credit Monitoring and Client Offboarding.

**People & Talent**
- Embed the Group’s

  • Customer Relationship Manager

    3 weeks ago

    Petaling Jaya, Malaysia Saxco Marketing Sdn Bhd Full time

    **RESPONSIBILITIES**: - Building and maintaining profitable relationships with key customers. - Overseeing the relationship with customers handled by your team. - Resolving customer complaints quickly and efficiently. - Keeping customers updated on the latest products in order to increase sales. - Meeting with managers in the organization to plan...

  • Client Relationship Manager

    1 month ago

    Petaling Jaya, Malaysia JOEL & CO Full time

    Build and maintain strong business relationship with clients and provide excellent service to firm clientele. - Work closely with other departments in the company implementing strategies to achieve objective / targets. - Prepare monthly and quarterly client reports, valuation report, and monthly business review. - Provide company with suggestion and...

  • Client Relationship Manager

    3 weeks ago

    Petaling Jaya, Malaysia JOEL & CO Full time

    Build and maintain strong business relationship with clients and provide excellent service to firm clientele. - Work closely with other departments in the company implementing strategies to achieve objective / targets. - Prepare monthly and quarterly client reports, valuation report, and monthly business review. - Provide company with suggestion and...

  • Client Relationship Manager

    4 weeks ago

    Petaling Jaya, Malaysia JOEL & CO Full time

    Build and maintain strong business relationship with clients and provide excellent service to firm clientele. - Work closely with other departments in the company implementing strategies to achieve objective / targets. - Prepare monthly and quarterly client reports, valuation report, and monthly business review. - Provide company with suggestion and...

  • Client Relationship Manager

    1 week ago

    Petaling Jaya, Malaysia JOEL & CO Full time

    Build and maintain strong business relationship with clients and provide excellent service to firm clientele. - Work closely with other departments in the company implementing strategies to achieve objective / targets. - Prepare monthly and quarterly client reports, valuation report, and monthly business review. - Provide company with suggestion and...

  • Relationship Manager

    4 weeks ago

    Subang Jaya, Malaysia CSA ACADEMY SDN BHD Full time

    We are seeking an experienced Relationship Manager to build strong client relationships, provide financial solutions, and drive business growth. Must have excellent communication skills and a proven record in client retention. Join us to enhance client success and organizational growth. **Key Responsibilities**: - Cultivate and enhance relationships with...

  • Relationship Manager

    11 hours ago

    Subang Jaya, Malaysia CSA ACADEMY SDN BHD Full time

    We are seeking an experienced Relationship Manager to build strong client relationships, provide financial solutions, and drive business growth. Must have excellent communication skills and a proven record in client retention. Join us to enhance client success and organizational growth. **Key Responsibilities**: - Cultivate and enhance relationships with...

  • Relationship Manager, Priority Banking

    2 months ago

    Petaling Jaya, Malaysia Standard Chartered Full time

    **Job***: Retail Banking **Primary Location***: Asia-Malaysia-Petaling Jaya **Schedule***: Full-time **Employee Status***: Permanent **Posting Date***: 31/Jul/2023, 2:43:43 AM **Unposting Date***: Ongoing **Role Responsibilities** **JOB SUMMARY** Manage the PB Client portfolio to maximize new business opportunities and deepen existing relationships,...

  • Relationship Manager

    4 weeks ago

    Petaling Jaya, Malaysia Talreso Consultancy & Advisory Sdn. Bhd. Full time

    **Job Purpose**: - To promote programmes, products and services. **Job Scope**: - Provide advice, guidance and information to prospective and existing students on admissions requirements to the various programmes offered at by all College’s under the group. - To assist the management in the development and implementation of marketing strategies. - To...

  • Relationship Manager

    11 hours ago

    Petaling Jaya, Malaysia Talreso Consultancy & Advisory Sdn. Bhd. Full time

    **Job Purpose**: - To promote programmes, products and services. **Job Scope**: - Provide advice, guidance and information to prospective and existing students on admissions requirements to the various programmes offered at by all College’s under the group. - To assist the management in the development and implementation of marketing strategies. - To...

  • Customer Relationship Management

    4 days ago

    Petaling Jaya, Malaysia Trinity Workforce Solution Full time

    **Senior/Junior CRM (Customer Relationship Management)** **Working Location - Old Klang Road (Hybrid mode)** **Salary: RM 4,500 - Up to RM 7,500 (Based on experience)** **Work Type: Permanent Vacancy** **Key Responsibilities: -** - Gain insights into customers trends, preference & behavior for necessary sales strategy adjustment to optimize customer...

  • Acquisition Relationship Manager, Priority Banking

    2 months ago

    Petaling Jaya, Malaysia Standard Chartered Full time

    **Job***: Retail Banking **Primary Location***: Asia-Malaysia-Petaling Jaya **Schedule***: Full-time **Employee Status***: Permanent **Posting Date***: 31/Jul/2023, 1:18:50 AM **Unposting Date***: Ongoing **Role Responsibilities** **JOB SUMMARY** Manage the PB Client portfolio to maximize new business opportunities and deepen existing relationships,...

  • Team Manager, Relationship Mgt

    3 weeks ago

    Petaling Jaya, Malaysia Standard Chartered Full time

    **Job**: Retail Banking **Primary Location**: Asia-Malaysia-Petaling Jaya **Schedule**: Full-time **Employee Status**: Permanent **Posting Date**: 19/Feb/2024, 7:12:49 PM **Unposting Date**: Ongoing Role Responsibilities JOB SUMMARY Responsible for growing the Business Banking franchise for central region. - Responsible for quality of the onboarded...

  • Relationship Manager

    5 days ago

    Subang Jaya, Malaysia Maria's Steakcafe Full time

    Main Responsibilities - Build and improve relationships with customers and media. - Review company practices to ensure customers get maximum satisfaction from their purchases. - Develop and implement programs effective for enhancing sales performance. - Collaborate with marketing team to develop and implement plans effective for enhancing sales and overall...

  • Client Relationship Executive

    2 weeks ago

    Petaling Jaya, Malaysia Compugraphic Media Sdn Bhd Full time

    **Responsibilities**: - Ensuring a positive and professional client service experience. - Analyses client concerns, timely follow up with the customer issues and escalate issues to appropriate teams and handling service problems to the satisfaction of the client. - Work closely with clients to ensure their satisfaction, making sure client's needs are being...

  • Relationship Manager

    2 weeks ago

    Subang Jaya, Selangor, Malaysia Maria's Steakcafe Full time

    Main Responsibilities Build and improve relationships with customers and media. Review company practices to ensure customers get maximum satisfaction from their purchases. Develop and implement programs effective for enhancing sales performance. Collaborate with marketing team to develop and implement plans effective for enhancing sales and overall company...

  • Cash Relationship Manager, Commercial Banking

    3 weeks ago

    Petaling Jaya, Malaysia OCBC Bank Full time

    **Cash Relationship Manager, Commercial Banking - RBC Central 1 (PJ Branch)** **-** **(**240000BW**)** - To acquire new-to-bank cash clients in commercial banking segment. - To manage a portfolio of non-borrowing accounts and proactively engage clients to increase share of wallet by providing customized Cash Management Solutions on collection, payment,...

  • Customer Relationship Management

    2 weeks ago

    Subang Jaya, Selangor, Malaysia Trinity Workforce Solution Full time

    Senior/Junior CRM (Customer Relationship Management)Working Location - Old Klang Road (Hybrid mode)Salary: RM 4,500 - Up to RM 7,500 (Based on experience)Work Type: Permanent VacancyKey Responsibilities: - Gain insights into customers trends, preference & behavior for necessary sales strategy adjustment to optimize customer experiences. Lead the development...

  • Customer Relationship Manager

    2 weeks ago

    Subang Jaya, Selangor, Malaysia Saxco Marketing Sdn Bhd Full time

    RESPONSIBILITIES: Building and maintaining profitable relationships with key customers. Overseeing the relationship with customers handled by your team. Resolving customer complaints quickly and efficiently. Keeping customers updated on the latest products in order to increase sales. Meeting with managers in the organization to plan strategically. Expanding...

  • Account Relationship Manager

    2 months ago

    Petaling Jaya, Malaysia AP SLENSA SDN BHD Full time

    **JOB DESCRIPTION** **Service Customer**: - Interact with customers in a professional and courteous manner to understand their requirements. - Address customer inquiries and concerns promptly and effectively. - Ensure customer satisfaction by providing high-quality service and support. **Analyze Customer Profile**: - Conduct thorough analysis of customer...