Relationship Manager, Premier Banking (Northern)

RHB Banking GroupPenangMalaysia, Penang, Malaysia

30+ days ago

Job description

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

Job Requirements :

Degree holder

Certified Financial Planner certification (CFP) with FIMM, PCE, CEILI and IPPC license.

Minimum 2 years of sale experience preferably in wealth and banca products with FIs

Pleasant personality with excellent verbal and written communication skills

Possess relevant licenses required for the portfolio

Sales and results oriented

Good interpersonal and relationship building skill

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Relationship Manager • PenangMalaysia, Penang, Malaysia

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