Job Summary
The SME Relationship Manager is responsible for managing and expanding a portfolio of Small and Medium Enterprises (SMEs) by delivering exceptional financial consultations and services. The role involves managing leads, building strong client relationships, and understanding clients financial needs to recommend tailored solutions.
What is your role Responsibilities
- Managing the leads generated by referrals and call prospects to deliver a remarkable consultation experience.
- Building strong relationships with clients and recommending ideas in managing, expanding and growing the portfolio with adherence to compliance.
- Meet prospects to identify their needs and requirements. Provide them with advice on financial solutions to meet their financial / cash flow needs. Communicate with prospects to evaluate joint initiatives and proposals to see how they align with established roadmaps and business priorities.
- Process/Screen data/information on financing proposal with our credit friendly SMEs Credit Scoring, analyzing the market trend, examining risks and financial accuracy in recommending to credit risk for the approval process.
- Updating the digital Customer Relationship Management (CRM) System as part of managing the relationship with prospects and clients as part of growing the SMEs / Corporate portfolio.
Who are we looking for Requirements
- Banker and non-banker with sales experience are welcomed.
- Possess at least a Professional certificates, SPM/ STPM/ Pre.U, Diploma, Degree in Finance / Banking / Marketing / Accountancy or equivalent with minimum 2 years of working experience as an Assistant or Relationship Manager or similar positions in Financial Institution or similar government agency that promotes and lending to SMEs industry.
- Experience in SME's, mortgage loan, wealth management, financial planning and consulting is an added advantage.
- Good skills in Networking, Financial Analysis, Sales, Proactive, Energetic, Integrity and possess good business acumen.
- Good interpersonal and communication skills and able to interact with people at all levels.
- Able to work independently with min supervision.
- Demonstrates a strong determination to achieve goals and overcome challenges.
- Takes proactive steps and demonstrates initiative to take on tasks independently.
- Hard-working and diligence in carrying out responsibilities.
- A Goal Go-Getter to achieve objectives and meet targets.
- Hungry to Succeed in their role.
- An enthusiastic learner to acquire new knowledge and skills.
Join our team and discover more exciting career opportunities with us!
https://planworthfinance.com/career-old/job-opportunities/
