Manager, Business Wealth Management

4-6 Years

Job Description

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 4-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