Preferred Relationship Manager, Prima Tanjung Penang Branch MY

Job Description :

Stay tuned for more details on this role! In the meantime, explore other exciting Navigating My Career (NMC) features, including career paths, skill requirements and assessments, learning opportunities and many more

Job Description

Key Responsibilities:

• Acquire and manage customer relationships by providing financial planning advice in a sales oriented environment.
• Manage customer relationships to increase share of wallet under the Farmer concept.
• Provide financial planning advice to customers - focusing on Wealth Management Products.
• Take initiative and run activities to source leads.
• Keep abreast of customers need and market trends and competitors programme offers and activities for targeted customers regularly.
• Liaise with customers and convert leads to sales.

Job Requirements:

• Degree / Diploma holders in any discipline.
• Minimum 2 †3 years of working experience in a branch sales environment.
• Possess the compulsory licenses such as IPPC,FIMM, PCE, CEILLI,TBE, etc.
• Result oriented, passionate with marketing and willing to adopt to new things.
• Ability to work independently with minimum supervision.
• Ability to deliver high quality customer service to external and internal customers.
• Possess good interpersonal skills and able to actively interact with all levels of customers.