Customer Relationship Manager

Alliance Bank Malaysia Berhad

1. Sales and Service Management

• Focus on providing excellent personalized service to PB customers by attending to their various banking transaction needs while resolving problems and complaints within the specified TAT.
• Actively identify and pursue sales opportunities by expanding and growing the new customer base and new investment accounts through referrals from existing PB customers or personalized service recovery efforts.
• Grow existing relationships' AUMs, including CASA and Fixed Deposits, and acquire new customers.
• Collaborate with Wealth Management Office, Branch Operations, Customer Service Division, and Lending Hubs to obtain comprehensive product updates exclusive to our affluent customers.
• Identify cross-sell opportunities among existing PB customers and for relationship deepening.
• Promote product bundles where applicable to increase cross-sell penetration and contribute to the bank's revenue growth.
• Source new sales and leads within the internal database and through cross-referrals obtained from , SME, Commercial, and Corporate Banking, as well as other cross-products within GCB.
• Execute sales performance and tracking processes by :
• Supporting Branch Manager / PB Hub Manager to achieve sales and service targets.
• Compile and submit accurate and timely sales reports.
• Maintain accurate and updated information by :
• Staying informed on updated product information and market changes, such as revised interest rates of Alliance Bank products and competitors.
• Serving as the first line of defense to identify fraudulent and unusual activities, upholding operational compliance.

Portfolio & Relationship Management

People Management

Risk & Regulatory Management

Note : Job descriptions are subject to change at the discretion of management.

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