Relationship Manager, Premier Banking (Perak)

We are seeking a Relationship Manager to drive sales and wealth advisory services for prospective and existing customers. The role involves planning, execution of sales strategies, and collaboration with branch and regional teams.

• 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 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 :

Seniority level

Employment type

Industries

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