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Job Purpose

Achieve assigned KPIs and wealth targets through proactive sales activities such as acquiring new customers, deepening existing relationships, and cross-selling wealth solutions like Bancassurance/Takaful and cash management. It involves growing deposits and fee-based income, enhancing customer stickiness, and consistently analyzing portfolios to identify upselling opportunities. Building and maintaining strong customer relationships to ensure satisfaction and a positive experience is key.

Job Responsibilities

Assist Team Lead & Head, Business Wealth Sales in:

Sales Management

Responsible for the overall sales activities of acquiring new customers and retaining existing assigned high-value non-borrowing & borrowing business customers by:
Achieving the assigned deposit growth and fee-based income target
Aggressively cross-selling Enterprise Banking wealth solution, cash

management solutions and other banking solutions.

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.
Undertake additional responsibilities assigned by immediate superior when required.

Job Requirements

Education qualification: Diploma/ Degree holder
More than 2 years 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:
PCEIA Life & General
Family & General Takaful
CEILI
IPPC & FIMM (as and when required by the Division)

VP, Personal & Wealth Banking Team Head

SENIOR EXECUTIVE - MEMBERSHIP & ENGAGEMENT

VP, PBWB Team Head

Relationship Manager - Business Wealth Sales (Kuching)

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