Senior Relationship Manager, Premier Banking

22 hours ago

Sarawak, Malaysia RHB Banking Group Full time 90,000 - 120,000 per year

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

Job Requirements

  • Degree holder
  • Certified Financial Planner certification (CFP) with FIMM, PCE, CEILI and 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 skill

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