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Customer Relationship Manager

Customer Relationship Manager

Alliance Bank Malaysia BerhadSelangorMalaysia, Selangor, Malaysia
30+ hari lalu
Penerangan pekerjaan

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

  • Grow customer franchise and minimize attrition.
  • Increase balances and share of wallet in key products such as CASA, FD, Foreign Current Account, Investment Products (UT, DCI, SI), and Insurance Products (RP).
  • Convert existing FD portfolios into revenue-generating products like CASA and FCA / DCI / product bundles.
  • Actively market and sell consumer products to own portfolio of PB customers.
  • Understand and assess customer requirements and recommend appropriate consumer products.
  • Cross-sell actively to Alliance Bank’s customers.
  • Refer new non-consumer lending opportunities and complete referral forms to direct to appropriate lending units.
  • Build and maintain long-term profitable relationships by :
  • Providing quality customer service, obtaining customer feedback, and informing managers where appropriate.
  • Resolving customer problems and complaints, escalating unresolved issues as needed.
  • Ensuring turnaround times for wealth products / credit applications are within service levels, escalating when necessary.
  • Adhering strictly to contact management and service standards for calls, visits, portfolio reviews, and market research.
  • People Management

  • Manage stakeholder relationships and be a team player.
  • Participate in daily / weekly sales briefings conducted by the Branch Manager / PB Hub Manager.
  • Maintain a professional business image through high standards of housekeeping and personal grooming.
  • Risk & Regulatory Management

  • Manage portfolio risk exposure, ensuring zero mis-selling.
  • Ensure no discrepancies, exceptions, or non-compliance when booking sales across products.
  • Maintain compliance with Alliance Bank’s policies, procedures, and regulatory guidelines, including KYC, AMLA, credit control, audit, and BNM guidelines.
  • Note : Job descriptions are subject to change at the discretion of management.

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    Buat amaran kerja untuk carian ini

    Relationship Manager • SelangorMalaysia, Selangor, Malaysia