Customer Relationship Manager

Alliance Bank Malaysia BerhadKuala Lumpur, Kuala Lumpur, Malaysia

30+ days ago

Job description

Customer Relationship Manager

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Responsibilities

Focus on excellent personalized service to PB customers by attending to various banking transaction needs and resolving problems / complaints within specified turnaround times.
Actively identify and pursue sales opportunities, including :

Expanding new customer base & new investment accounts through referrals from existing PB customers or personalized service recovery efforts.

Growing existing relationship AUMs (CASA & Fixed Deposits) and acquiring new customers.

Collaborating with Wealth Management, Branch Operations, Customer Service, and Lending Hubs to obtain comprehensive product updates exclusive to our affluent customers.

Identifying cross‑sell opportunities for relationship deepening.

Promoting product bundles to increase cross‑sell penetration and contribute to the bank’s revenue.

Actively sourcing new sales and leads from internal databases and cross‑referral programmes ( , SME, Commercial & Corporate Banking).

Execute sales performance and tracking processes by :

Supporting Branch Manager / PB Hub Manager to achieve branch targets in sales and service performance.

Compiling and submitting accurate, timely sales reports.

Maintain accurate and up‑to‑date information by :

Keeping abreast of updated product information and market changes.

Identifying fraudulent & unusual activities and upholding operational compliance.

Growing customer franchise and containing attrition at low rates.

Increasing balances & share of wallet in key products (CASA, FD, Foreign Current Account, Investment Products, Insurance Products).

Converting existing FD portfolio to revenue‑generating products.

Marketing and selling consumer products to your PB customer portfolio.

Build and maintain long‑term profitable relationships by :

Providing quality customer service and obtaining feedback on sales‑related matters.

Resolving customer problems / complaints and escalating unresolved ones to appropriate managers and Service Quality.

Ensuring turnaround times for wealth products / credit applications meet agreed service levels.

Strictly adhering to contact management & service standards for calls, visits, portfolio reviews, and market research.

Managing stakeholders, being a team player, and participating in daily / weekly sales briefings.

Projecting a professional business image through high standards of housekeeping and personal grooming.

Risk, & Regulatory Management :

Managing portfolio risk exposure and performing audits to ensure zero mis‑selling.

Ensuring compliance with Alliance Bank’s policies, sales compliance, KYC, AMLA, third‑party confidentiality, credit control, sales audit compliance, and BNM guidelines.

Skills

Experience in sales or sales management.

Project satisfactory customer service quality & behaviour.

Able to work well in a team.

Fluent in English, Bahasa Malaysia or Chinese language / dialects.

Good planning & organization skills.

Flexibility to change.

Proactive / initiative.

Open to problem solving / decision making / analytical thinking.

Possess good job knowledge in banking and banking products.

Passion for success and keen to work in a sales‑driven environment.

Knowledge

Minimum Diploma or Degree in Banking, Accounting & Finance, Economics, Marketing, or Business Studies.

Experience

At least 2‑3 years working experience in banking and financial industry, especially in consumer banking.

Seniority level

Entry level

Employment type

Full‑time

Job function

Sales and Business Development

Industries

Banking

Location

Kuala Lumpur, Federal Territory of Kuala Lumpur, Malaysia

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Relationship Manager • Kuala Lumpur, Kuala Lumpur, Malaysia

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