Service Relationship Manager
Salary undisclosed
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Alliance Bank Malaysia Berhad Job Responsibilies
- Attend to customers and assist CRMs in various wealth product transactions and account opening as needed or resolve problems highlighted by them immediately and accurately
- Assist CRMs to attend to the referrals/ leads triggers when CRM is not around, i.e. training, out for appointment, on leave and etc
- Produce all correspondences, i.e. letter, inquiries within specified turnaround time.
- Assist CRMs to review customer accounts and perform service call if needed
- Assist on the change of CRM’s customer portfolio upon any resignation by reaching out to customers, reemphasize on back up CRM, and team concept to minimise the impact of changes.
- Assist to handles customer’s complaint referred by CRM, conduct investigation and provide complete and timely problem resolution.
- Work as a team with CRM to solicit sales by identifying cross sell opportunities among existing customers, as well as relationship deepening.
- To access and identify leads from various sources/channels as sales referral s in support of acquisition effort.
- Active participation and support in every aspect of marketing acquisition activities: - i.e customer events, marketing events, campaigns and product launches.
- A university degree (in relevant disciplines) or its equivalent
- At least 2-3 years workings with wealth management experience from the Financial industry
- Certified – FIMM, CEILI, PCE Life and General (preferable)
- Experience in high net worth segment will be added advantage
Alliance Bank Malaysia Berhad Job Responsibilies
- Attend to customers and assist CRMs in various wealth product transactions and account opening as needed or resolve problems highlighted by them immediately and accurately
- Assist CRMs to attend to the referrals/ leads triggers when CRM is not around, i.e. training, out for appointment, on leave and etc
- Produce all correspondences, i.e. letter, inquiries within specified turnaround time.
- Assist CRMs to review customer accounts and perform service call if needed
- Assist on the change of CRM’s customer portfolio upon any resignation by reaching out to customers, reemphasize on back up CRM, and team concept to minimise the impact of changes.
- Assist to handles customer’s complaint referred by CRM, conduct investigation and provide complete and timely problem resolution.
- Work as a team with CRM to solicit sales by identifying cross sell opportunities among existing customers, as well as relationship deepening.
- To access and identify leads from various sources/channels as sales referral s in support of acquisition effort.
- Active participation and support in every aspect of marketing acquisition activities: - i.e customer events, marketing events, campaigns and product launches.
- A university degree (in relevant disciplines) or its equivalent
- At least 2-3 years workings with wealth management experience from the Financial industry
- Certified – FIMM, CEILI, PCE Life and General (preferable)
- Experience in high net worth segment will be added advantage