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Jobs or company...

Relationship Manager, Business Wealth Sales, Kota Kinabalu Sabah

Salary undisclosed

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JobStreet
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JOB PURPOSE

  • To meet the assigned KPIs and wealth targets (NII & NFI) through proactive and consistent sales activities including NTB acquisition, ETB farming and cross selling, etc
  • Responsible for the growth in deposits and fee-based income (wealth solutions) for the assigned Enterprise Banking Division high value non-borrowing business customers.
  • Increased the customer stickiness and product holding by aggressively cross-selling wealth solutions such as Bancassurance/ Takaful, cash management solutions and etc.
  • Proactively managing all action plans to grow new relationship, retaining and deepening existing high value customer portfolio
  • Consistently analyze/ review customers portfolio in order to be able to continuously identify opportunities for banking solution upselling and cross selling initiative
  • Build and maintain customer relationship to ensure desirable customer experience and satisfaction

ACCOUNTABILITIES

  • Assist Senior Team Lead / Team Lead, Business Wealth Sales in: -

Sales Management

  • Responsible for the overall sales activities of acquiring new customers and retaining existing assigned high-value non-borrowing business customers by: -

1. Achieving the assigned deposit growth and fee-based income target

2. Aggressively cross-selling Enterprise Banking wealth solution, cash management solutions and other banking solutions.

3. 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.

REQUIREMENTS

  • Education qualification: Diploma/ Degree holder
  • Min 1 year 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:

a) PCEIA Life & General

b) Family & General Takaful

c) CEILI

d) IPPC & FIMM (as and when required by the Division)

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