Manager, Business Wealth Management
Manager, Business Wealth Management
alliance bank malaysia berhad- Posted 14 hours ago
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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.
- 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
More Info
Key Skills
cash management solutions
planning and organization
About Company
Skills:
Microsoft Excel, Forecasting, Management Reporting, Financial Analysis, Financial Reporting Tools, Budgeting, Cash Flow Management, Financial Modelling
Skills:
Forecasting, Financial Management Reporting, Financial Analysis, Budgeting, Cash Flow Management, Business Performance Reporting, Financial Modelling, Account Consolidation, Malaysian Accounting Standards
Skills:
Digital and omnichannel growth, Sales, Customer Marketing, Marketing, FMCG brand management
Skills:
Customer Success, Saas, Relationship Management, B2b, Project Management, Customer Success platforms, Account Management, crm software
Skills:
Power Bi, Microsoft Excel, Customer Segmentation, Campaign Management, Customer Relationship Management, Powerpoint, Data visualization tools, Portfolio analytics, Cross-selling