Manager, Business Wealth Management

2 days ago

George Town, Penang, Malaysia Alliance Bank Malaysia Berhad Full time 60,000 - 120,000 per year

Key Responsibilites

  • Solicit new to bank customer current account opening.
  • Actively drive for deposits on new to bank customers, identify business opportunities and ensure targets allocated met.
  • Monitor and execute the action plans in achieving overall deposits target & number of new to bank customers allocated.
  • Promote cash management solutions (Bizsmart)
  • Build pipelines through calls/prospecting potential new to Bank clients to achieve closures/mandated deals.
  • To participate in sales campaigns and other promotional sales events
  • Perform Partner-in-Sales / Cash management solutions presentation to clients based on the initial findings of their needs.
  • Prepare proposals and tailor cash management solutions based on client's needs.
  • Prepare Account Opening Form/ set appointment to perform Straight Through Processing of Account Opening
  • To ensure a high standard of customer service in line with the quality and standards set by the Bank
  • Support business partners for joint marketing calls.
  • Work closely with business partners for customer referrals to deepen clients' relationships and customer's share of wallet.
  • Ensure completeness of the necessary documentations for account opening and registration and set up for implementation of solutions. To ensure compliance to the policies and procedures set by the Bank
  • Obtain market intelligence, establish network and update database of competitor's offering.
  • Collate feedback on any product requirements or any issues to Product & Distribution team.

Job Requirements

  • Experience in sales and marketing to a wide range of customers with at least 1/2 year experience
  • Strong business acumen proactive and a highly motivated self-starter
  • Good sales and customer relationship management
  • Strong analytical skill in financial accounting and well-verse in cash flow analysis
  • Effective written and verbal communication and presentation skills
  • Good interpersonal skills & strong customer service culture & a good team player
  • Resourceful and adaptable – with ability to work in changing environment
  • Initiative, drive, enthusiasm with strong selling and negotiation skills
  • Excellent planning and organization skills to meet objectives and deadlines

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