Relationship Manager

1 day ago

Kuala Lumpur, Kuala Lumpur, Malaysia AFFIN Group Full time 60,000 - 120,000 per year

*Create your future with Affin You too can make a difference.*
Join us at AFFIN, where the open minds meet and be inspired by a shared commitment to great work. Here, you don't just stay at the forefront of the industry – you can make a difference too.

Job Purpose
Achieve assigned KPIs and wealth targets through proactive sales activities such as acquiring new customers, deepening existing relationships, and cross-selling wealth solutions like Bancassurance/Takaful and cash management. It involves growing deposits and fee-based income, enhancing customer stickiness, and consistently analyzing portfolios to identify upselling opportunities. Building and maintaining strong customer relationships to ensure satisfaction and a positive experience is key.

Job Responsibilities
Assist Team Lead & Head, Business Wealth Sales in:

Sales Management

  • Responsible for the overall sales activities of acquiring new customers and retaining existing assigned high-value non-borrowing & borrowing business customers by:
  • Achieving the assigned deposit growth and fee-based income target
  • Aggressively cross-selling Enterprise Banking wealth solution, cash

management solutions and other banking solutions.

  • Reaching out to potential business sectors and generate sustainable

and quality inflow of potential leads.

  • Work closely with the team leads to engages relevant stakeholders in all marketing, business and promotional activities in ensuring effective and quality sales and service standard.
  • Manage sales processes to ensure compliance to Bank prescribed level of service standards.
  • Provide support and assistance to other Departments/Divisions within the Bank with matters relating to the assigned segment.
  • Ensure timely submission of sales performance related report.
  • Maintains high compliance and sales discipline benchmark in accordance to Bank's and regulatory guidelines.

Client Relationship Management

  • Conduct regular visits and meetings with top customers of the assigned customer base to enhance banker-customer relationship ultimately to ensure better service quality.
  • Contributes suggestions on customer retention strategies and programs.
  • Participates in all product development and customer engagement activities for cash management and business wealth for the targeted segment.
  • Attend to all customer-related feedback in ensuring prompt service recovery if any.
  • Undertake additional responsibilities assigned by immediate superior when required.

Job Requirements

  • Education qualification: Diploma/ Degree holder
  • More than 2 years' experience as relationship manager. Proven good performance track records
  • Outgoing personality won't be shy to meet new clients and existing to bank clients
  • Aggressive and performance driven personality
  • Able to work independently and travel domestically
  • Preferably to be able to converse in multilanguage/ dialects
  • Possess following mandated insurance license by the division:
  • PCEIA Life & General
  • Family & General Takaful
  • CEILI
  • IPPC & FIMM (as and when required by the Division)

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