Customer Relationship Manager - licenses IPPC, FIMM, PCE, CEILLI, TBE

Hiring immediately for a reputed BANK @ KL

CANDIDATE MUST POSSES - compulsory licenses - IPPC, FIMM, PCE, CEILLI, TBE, etc.

Key Responsibilities :

• Acquire and manage customer relationships by providing financial planning advice in a sales oriented environment.
• Manage customer relationships to increase share of wallet under the "Farmer" concept.
• Provide financial planning advice to customers - focusing on Wealth Management Products.
• Take initiative and run activities to source leads.
• Keep abreast of customers' need and market trends and competitors' programme offers and activities for targeted customers regularly.
• Liaise with customers and convert leads to sales.

Requirements