This job offer is not available in your country.

Associate Customer Relationship Manager

Alliance Bank Malaysia BerhadSeri Kembangan, Selangor, Malaysia

30+ days ago

Job description

Join to apply for the Associate Customer Relationship Manager role at Alliance Bank Malaysia Berhad

1 day ago Be among the first 25 applicants

Join to apply for the Associate Customer Relationship Manager role at Alliance Bank Malaysia Berhad

JOB TITLE

ASSOCIATE CUSTOMER RELATIONSHIP MANAGER (ACQUISITION)

APPENDIX 1

Job Description

JOB TITLE

ASSOCIATE CUSTOMER RELATIONSHIP MANAGER (ACQUISITION)

GRADE : SE / Mgr

NAME

REPORTING RELATIONSHIPS

JOB TITLE

FOR

3.1

REPORTS DIRECT TO

BRANCH MANAGER (SPOKE)

Acquisition of New-To-Bank PBAP customers

Deposit (FD / CASA) growth

3.2

REPORTS INDIRECTLY TO

Job Purpose

To provide excellent customer service to all Alliance Personal (AP) / Privilege Banking (PB) customers leads provided for all deposit campaign outreach.

The primary role is to win back customer below threshold and to reactivate inactive PB customers in the bank database.

Responsible to grow CASA growth from Existing-To-Bank (ETB) and acquiring New-To-Bank (NTB) customers for AP / PB as well as housekeeping including adherence to compliance sales processes of the department.

KEY RESPONSIBIITIES

SALES PLANNING

Work as a team maker to solicit sales by identifying cross sell opportunities among ETB customers, as well as relationship deepening.
To access and identify leads from various sources / channels as sales referrals of acquisition effort.
Active participation and support in every aspect of marketing acquisition activities : - i.e customer events, marketing events, campaigns and product launches.
To work on acquiring New to Bank clients (Hunter)

KEY RESPONSIBIITIES (cont’d)

ADMINISTRATIVE / COMPLIANCE / AUDIT

Review and identify opportunities for service / process improvements by develop / implement action plans

Review and highlight any process / service gap and to ensure compliance in place.

Reactivate and winback PB clients below AUM

Actively participate in all product & compliance, meetings.

Participate in any project or assignment by immediate supervisor and Head of Department.

Ensure proper sales compliance whilst build up new client portfolio.

KEY RELATIONS

Working Relations

(INTERNAL & EXTERNAL)

Regular Contacts

Nature of Purpose

Internal

CSH / RH

Branches

Sales & service and customer Experience

Reporting of Sales & Service performance

Training & Annual Leave Management

External

Customers

Business Partners

Customer Service / Sales

Sales

CONTRIBUTES TO

Maintaining and exceeding Service Standards

Ensuring exceptional customer experience

Sales referral and acquisition

Active database cross selling

Product bundling

NTB Campaigns

Member get member campaigns

High Net-worth planning with CSH

Develop appropriate corrective actions

Review transactions and account openings to ensure compliance with KYC & AML.

Identify through customer survey areas of improvement

Efficient administration and management

AUTHORITIES

Empowerment Matrix ( As per management discretion)

APPROVAL PROCESS

SIGNED

DATE

JOB HOLDER

IMMEDIATE SUPERIOR

DEPT HEAD

EXPERIENCE / KNOWLEDGE REQUIRED

Skills

Customer Service / Service Quality

Time Management

Flexibility to Change

Teamwork

Communication

Planning / Organization

Sales Management

Proactive / Initiative

Problem Solving / Decision Making / Analytical Thinking

EXPERIENCE / KNOWLEDGE REQUIRED (cont’d)

Knowledge

A university degree (in relevant disciplines) or its equivalent

Certified – FMUTM, CEILI preferred

Experience

At least 2-3 years workings with wealth management experience from the Financial industry

Experience in high net worth segment will be added advantage

Compliance requirements For Persons Dealing in Unit Trust & Insurance

Must register with the Federation of Malaysian Unit Trust Managers (FMUTM);

Must pass the Unit Trust Examination conducted by FMUTM;

Must pass CEILI, PCE (Life & General) for those who sell Bancassurance products;

Must not be below 21 years of age;

Must possess at least Grade 3 SPM or its equivalent as determined by FMUTM;

Honest, of good character, good repute, efficient, reliable and have high integrity. Individual must not have been :

found by a court or other competent authority to have acted fraudulently or dishonestly;

convicted of a criminal offence; or

Censured or reprimanded by, or denied / disqualified from membership of a professional or trade body; or a regulatory license, registration or similar approval has been refused or revoked.

Not be an undischarged bankrupt, subject to bankruptcy proceedings and has failed to meet any judgment debt;

Sign Statutory Declaration attesting to requirements set out in 5(a) to (c), 6 and undertaking to comply with SC’s Code of Ethics and Standards of Professional Conduct.

Seniority level

Entry level

Employment type

Full-time

Job function

Sales and Business Development

Industries

Banking

Referrals increase your chances of interviewing at Alliance Bank Malaysia Berhad by 2x

WP. Kuala Lumpur, Federal Territory of Kuala Lumpur, Malaysia 2 weeks ago

Business Analyst / Operations Specialist – Transformation Project (Life & Health Insurance)

Federal Territory of Kuala Lumpur, Malaysia 4 hours ago

Kuala Lumpur, Federal Territory of Kuala Lumpur, Malaysia 1 week ago

Legal Associate in Banking & Finance, Debt Capital Markets, Equity Capital Markets

WP. Kuala Lumpur, Federal Territory of Kuala Lumpur, Malaysia 3 weeks ago

Federal Territory of Kuala Lumpur, Malaysia 3 weeks ago

Business Analyst (Banking / Insurance Domain)

Kuala Lumpur, Federal Territory of Kuala Lumpur, Malaysia MYR3,000.00-MYR8,000.00 2 weeks ago

Associate Relationship Manager, Priority Banking

Kuala Lumpur, Federal Territory of Kuala Lumpur, Malaysia 23 hours ago

Kuala Lumpur, Federal Territory of Kuala Lumpur, Malaysia 1 day ago

Federal Territory of Kuala Lumpur, Malaysia 2 weeks ago

Bukit Persekutuan, Federal Territory of Kuala Lumpur, Malaysia 2 months ago

Business Analyst / Financial & Data Analyst (Korean)

WP. Kuala Lumpur, Federal Territory of Kuala Lumpur, Malaysia 2 weeks ago

Business Analysis and Controlling Process Excellence Lead, AMEA

Bangsar South, Federal Territory of Kuala Lumpur, Malaysia 1 week ago

Business Architecture Analyst (Software Developer - .Net)

Petaling Jaya, Selangor, Malaysia 4 months ago

WP. Kuala Lumpur, Federal Territory of Kuala Lumpur, Malaysia 1 week ago

Associate Relationship Manager, Priority Banking

Petaling Jaya, Selangor, Malaysia 4 days ago

Associate Relationship Manager, Priority Banking

Petaling Jaya, Selangor, Malaysia 5 days ago

WP. Kuala Lumpur, Federal Territory of Kuala Lumpur, Malaysia 2 weeks ago

Kuala Lumpur, Federal Territory of Kuala Lumpur, Malaysia 6 days ago

Business Analyst (With OutSystems Experience)

Kuala Lumpur, Federal Territory of Kuala Lumpur, Malaysia 2 days ago

Global Banking - Client Onboarding Specialist - Associate

Taman Wilayah, Federal Territory of Kuala Lumpur, Malaysia 20 hours ago

Kuala Lumpur, Federal Territory of Kuala Lumpur, Malaysia 2 weeks ago

Business Analyst - E-invoicing programme

Kuala Lumpur, Federal Territory of Kuala Lumpur, Malaysia 1 week ago

Reporting & Analysis Analyst II - (Global Business Services)

Petaling Jaya, Selangor, Malaysia 6 days ago

We’re unlocking community knowledge in a new way. Experts add insights directly into each article, started with the help of AI.

#J-18808-Ljbffr

Create a job alert for this search

Relationship Manager • Seri Kembangan, Selangor, Malaysia

Related jobs

Associate Account Manager SG & MY - Urgently Hiring!

HenkelKuala Lumpur, Federal Territory of Kuala Lumpur, Malaysia

This position focuses on driving growth for key Aerospace accounts in Singapore and Malaysia.It involves developing strong customer relationships, collaborating with regional teams, and building a ...Show moreLast updated: 30+ days ago

Associate Manager - Fulfillment Center Business Intelligence

ZALORA SOUTH EAST ASIA PTE LTDKuala Lumpur, MY

Quick Apply

ZALORA is looking for an analytical and process-oriented person with an interest in fashion and operation management to join our team in Kuala Lumpur. This role will be responsible for leading and o...Show moreLast updated: 23 days ago

Account Renewal Manager (Insurance)

PolicyStreetBangsar South, Kuala Lumpur, MY

Quick Apply

PolicyStreet is a leading InsurTech group, specialising in innovative digital insurance solutions for businesses and consumers in Southeast Asia and Australia. With a network of over 40 providers, w...Show moreLast updated: 30+ days ago

Client Service Associate

ProxymityKuala Lumpur, Federal Territory of Kuala Lumpur, MY

Quick Apply

Proxymity is a pioneering investor communications platform.Our unique, cutting-edge solutions connect global listed companies with their shareholders, via their intermediaries, in real time.This cr...Show moreLast updated: 2 days ago

CRM Manager

ZALORA SOUTH EAST ASIA PTE LTDKuala Lumpur, Kuala Lumpur, MY

Quick Apply

We are seeking a dynamic and experienced CRM Manager based in KL, Malaysia to oversee our CRM marketing strategies for the markets of Philippines, Indonesia, Malaysia, Singapore and Hong Kong.The i...Show moreLast updated: 16 days ago

Associate Product Manager (B2B - Cargo Management)

TeleportKuala Lumpur, Federal Territory of Kuala Lumpur, MY

Quick Apply

At Teleport, our mission is to move things across Southeast Asia better than anyone else.We are an integrated end-to-end logistics solution, making it seamless for freight forwarders, shippers, eCo...Show moreLast updated: 30+ days ago

Promoted

Associate, Customer Support

Touch 'n Go GroupKuala Lumpur, Malaysia

We fuel the ideas and ambitions of our people with an environment built on Our DNA of Love, Entrepreneurship, Agility, and Passion – LEAP We are a culture that empowers everyone to innovate and cre...Show moreLast updated: 30+ days ago

Promoted

Business Development Manager - remote role

The Access GroupNilai, Negeri Sembilan, Malaysia

We're looking for people to join the Access family, who share our passion for believing in better, and who will help us continue to grow. We offer a blended approach to office working, encouraging y...Show moreLast updated: 16 days ago

Partnerships Associate Lead

PolicyStreetKuala Lumpur, Federal Territory of Kuala Lumpur, MY

Quick Apply

Assistant Manager, Customer Success

TeleportKuala Lumpur, Federal Territory of Kuala Lumpur, MY

Quick Apply

We’ve got modern day solutions for all your modern day delivery woes.In a world that’s constantly on the move, we know how important it is to keep things moving. We’re on a mission to enable everyon...Show moreLast updated: 17 days ago

Manager, Customer Care

TeleportSepang, Selangor, MY

Quick Apply

We are looking for a dedicated and experienced Manager, Customer Care to lead and support our Customer Care operations.This role will focus on delivering exceptional customer experiences, improving...Show moreLast updated: 30+ days ago

Promoted

FINTECH - Merchant Acquisition Manager

PAYOKSepang, Malaysia

Get AI-powered advice on this job and more exclusive features.We are a leading payment service provider and aggregator based in. Location : 1- Offsite - Dubai 2- Remote About the Role : As a.Merchant ...Show moreLast updated: 2 days ago

Affiliate Manger KL

HeymaxKuala Lumpur, Malaysia

Quick Apply

HeyMax is a Singapore-headquartered travel-fintech platform that turns everyday spending into smart travel rewards.Through our Max Miles currency, users earn miles effortlessly on daily transaction...Show moreLast updated: 10 days ago

Associate Manager Total Rewards

ZALORA SOUTH EAST ASIA PTE LTDKuala Lumpur, Kuala Lumpur, MY

Quick Apply

Responsibilities : Conduct analysis and studies, interpret results and make recommendations that support the development and maintenance of effective compensation and benefits programs aligned with ...Show moreLast updated: 26 days ago

Promoted

Business Development Associate

CSGKampung Baharu Nilai, Malaysia

Business Development Associate.The Business Development Associate (BDA) energetically participates in driving our sales engine and growing our business by pursuing inbound leads and driving outboun...Show moreLast updated: 2 days ago

Associate Account Manager SG & MY

HenkelKuala Lumpur, Federal Territory of Kuala Lumpur, Malaysia

Associate Manager Brand Partnerships

ZALORA SOUTH EAST ASIA PTE LTDKuala Lumpur, MY

Quick Apply

We are seeking a highly talented Regional Associate Sales & Marketing Associate Manager (Account Management) to drive the growth of our ZALORA Advertising Platform (ZAP).This role involves clos...Show moreLast updated: 30+ days ago

Customer Success Manager

WATI.ioFederal Territory of Kuala Lumpur, MY

Quick Apply

Wati is the world's leading WhatsApp-first conversational growth platform, empowering businesses to build deeper customer relationships and accelerate revenue growth. Trusted and loved by over 14,00...Show moreLast updated: 2 days ago

SME Relationship Manager

Funding Societies | Modalku GroupKuala Lumpur, Federal Territory of Kuala Lumpur, MY

Quick Apply

SME digital finance platform in Southeast Asia.We are licensed and operating in Singapore, Indonesia, Thailand, Malaysia and Vietnam, and backed by Sequoia India (Peak XV), Softbank Vision Fu...Show moreLast updated: 30+ days ago

Promoted

Contact Centre Manager - Mandarin

TPSepang, Malaysia

Contact Centre Manager - Mandarin.TP Job Location : Malaysia – Remote (Cloud Campus, Work From Home for 6 months, then relocation required to Johor Bahru Office) This role involves leading and manag...Show moreLast updated: 2 days ago