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Relationship Manager, Premier Banking
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- Posted a day ago
- Be among the first 10 applicants
Job Description
Sales Planning & Activities
- Prepare and proactively execute sales plans for prospective customers sourced from the Bank's leads (LMS) and self-generated leads.
- Actively participate and collaborate with other sales personnel at PBC/branch/region levels on sales activities and campaigns for customer acquisition and retention.
- Provide investment and wealth advisory services to customers, including portfolio management support.
- Conduct periodic reviews of customers investment portfolios to grow Assets Under Management (AUM).
- Identify and plan cross-selling and up-selling opportunities to increase customers PHR and overall revenue.
- Arrange appointments, conduct sales visitations, prospecting, and maintain ongoing customer engagement.
- Maintain regular contact with existing customers to strengthen relationships and generate referrals.
- Work closely with the Centre Manager, Branch Manager, and Regional Sales Heads on sales activities, promotions, and campaigns.
- Prepare sales performance reports and competitor analysis for management review.
- Ensure full compliance with the Bank's policies, procedures, and sales code of ethics.
- Hold a Bachelor's degree in any field of study.
- Certified Financial Planner (CFP) with valid FIMM, PCE, CEILI, and IPPC licenses.
- Minimum of 2 years sales experience, preferably in wealth management and banca products within financial institutions.
- Pleasant personality with excellent verbal and written communication skills.
- Possess all relevant licenses required for the portfolio.
- Strong sales and results-oriented mindset.
- Good interpersonal and relationship-building skills.
More Info
Key Skills
PCE
FIMM
CEILI
IPPC licenses
Up-selling
Cross-selling
About Company
Skills:
Lead Generation, Sales, Banking products and services, Telemarketing, Cross-selling
Skills:
Wealth Management, Customer Acquisition, relationship management, Sales Planning, investment products marketing
Skills:
IPPC, Sales, Client Relationship, Investment, FIMM, PCE, CEILI, Financial Planning
Skills:
sales performance , revenue growth , Market Knowledge, Cross Selling, client acquisition, lending products, financial analysis, insurance products, relationship management, Wealth Management
Skills:
FIMM, TBE, PCE, CEILI, IPPC