Rship Mgr, CBBC
Primary Objective:
Acquire new to Premier (NTP) customer to achieve sales/revenue/AUM targets assigned by the Bank and contribute towards the overall Premier Banking targets
. To promote and professionally sell a range of wealth, investment and banca products to existing and potential customers
. Prepare and provide sound advisory on wealth and financial planning
. Maintain regular contacts and enhance banking relationship with customers for higher share of customers wallet
. Participate in branch/region/Bank sales activities and campaigns to achieve deliverables
. Guide and mentor new and existing Relationship Managers
Key Responsibilities:
Sales Planning & Activities
. Prepare and pro-actively execute sales plans for prospective customers from Bank's leads
(LMS) and self-generated leads
. Actively participate and collaborate with other sales personnel at PBC/branch/region on
sales activities/campaigns for customer acquisition and retention
. Prepare and provide investment & wealth financial advisory and assistance to customers for
their investment/wealth portfolio management
. Periodic review of customers investment portfolio and increase AUM
. Plan and identify cross selling/up selling to increase customers PHR and revenue
. Set appointments, sales visitations, prospecting and engagement with customers
Sales Management
. Maintain regular contact with existing customers to foster closer relationship and for referrals
. Work closely with Centre Manager, Branch Manager and Regional Sales Heads on sales
activities, promotion and campaigns
. Prepare and monitor sales performance and competitors analysis to Management
. Compliance to Bank's policy, procedures and observe sales code of ethics
Peer Support
. As a mentor to provide guidance to other Relationship Managers
Bachelor Degree - Any related field(s).
Relevant experience & exposure to Wealth Management and financial products
PC / Microsoft Office literate with excellent presentation, interpersonal and communication skill
Possess pleasant personality and versatile
Able to interac t with customers from all walks of life
Confident and sociable in character
Dental, Education support, Miscellaneous allowance, Medical, Loans, Sports (e.g. Gym), Parking, Vision, Regular hours, Mondays - Fridays, Casual Business Wear, Performance Based Rewards
JOB TYPE
Function
RHB Banking Group is a multinational regional financial services provider that is committed to delivering complete solutions to customers through differentiated segment offerings and an ecosystem that supports simple, fast and seamless customer experiences, underpinned by a cohesive and inspired workforce, and relationships built with stakeholders.
