Premier Relationship Manager

14 hours ago

Penang, Malaysia OCBC Full time 60,000 - 120,000 per year

CONSUMER FINANCIAL SERVICES (CFS)

The Group Consumer Financial Services (GCFS) is all about helping consumers get what they want from life. It's a broad ambition. So, the team offer an equally wide range of services. From branch to premier banking and everything in-between. That's a lot to get your teeth into and many career paths to follow. And you'll be doing it all while learning from the best in an award-winning environment.

Roles & Responsibilities:

Financial

  • To provide appropriate financial solutions to our Premier Banking customers and expand the Premier Franchise by acquiring new Premier Banking customers via various marketing initiatives.
  • To plan, organize, participate and execute event and sales activities inline with the Premier Banking business direction and related sales initiatives.

Service

  • To provide excellent customer experience to our Premier Banking customers at all touch points via 3 distinctive service elements ie cared for, excellent and enhanced value.
  • To build sustainable relationship with our Premier Banking customers though timely follow-ups and anticipation of customers' needs.
  • To proactively engage Premier Banking customers to achieve continuous customer satisfaction.

Compliance

  • To adhere to all related policies, regulatory risk and compliance matters
  • To ensure no operational and control lapses
  • To ensure timely submission of reports for both statutory and regulatory
  • To ensure zero defect in account opening, sales transactions execution, loan submission and related matters.

Job Requirements:

  • Bachelor's degree, in any field, from an accredited university / colleges
  • Possess strong interest in financial planning, investment and keen to work in a sales driven environment;
  • Preferably with 3 - 5 years' experience in sales and client relationship experience.
  • Must possess the required licenses (e.g PCE, CEILI & FIMM); IPPC will be an added advantage.
  • Possess good interpersonal and communication skills; able to deliver high quality customer service
  • Possess a valid driving license & own transport.

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