Relationship Manager, Premier Banking

Join to apply for the Relationship Manager, Premier Banking role at RHB Banking Group .

Responsibilities :

• 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.
• Maintain regular contact with existing customers to foster closer relationships 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 competitor analysis to Management.
• Compliance with Bank’s policy, procedures and observe sales code of ethics.

Qualifications :

Seniority level

Employment type

Job function

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