Senior Relationship Manager, Premier Banking

2 days ago

Kuala Kubu Baharu, Selangor, Malaysia RHB Banking Group Full time 120,000 - 180,000 per year
Sales Planning & Activities

  • Develop and proactively execute sales plans for prospective customers using the Bank's lead management system (LMS) as well as self-sourced leads.

  • Actively participate and collaborate with sales personnel at PBC, branches, and regional teams on sales activities and campaigns for customer acquisition and retention.

  • Provide investment and wealth advisory services to customers, assisting them with effective portfolio management.

  • Conduct periodic reviews of customers' investment portfolios to enhance their asset under management (AUM).

  • Identify opportunities for cross-selling and upselling to increase customers' product holding ratio (PHR) and overall revenue.

  • Arrange appointments, conduct sales visits, and engage in prospecting and customer engagement activities.

Sales Management

  • Maintain regular contact with existing customers to strengthen relationships and generate referrals.

  • Work closely with the Centre Manager, Branch Manager, and Regional Sales Heads on sales initiatives, promotions, and campaigns.

  • Prepare and monitor sales performance reports and competitor analyses for Management.

  • Ensure full compliance with the Bank's policies, procedures, and the sales code of ethics.

Job Requirements

  • Degree holder.

  • Certified Financial Planner (CFP) with FIMM, PCE, CEILI, and IPPC licenses.

  • Minimum of 2 years' sales experience, preferably in wealth management and bancassurance within financial institutions.

  • Pleasant personality with strong verbal and written communication skills.

  • Possession of all relevant licenses required for the role.

  • Sales-driven and results-oriented.

  • Strong interpersonal and relationship-building skills.

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