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Job Description
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)
