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Associate Customer Relationship Manager

Associate Customer Relationship Manager

Alliance Bank Malaysia BerhadKuala Lumpur, Kuala Lumpur, Malaysia
30+ hari lalu
Penerangan pekerjaan

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Responsibilities

  • Focus on excellent personalized service to PB customers by attending to various banking transaction needs while resolving problems / complaints within specified TAT.
  • Actively identify and pursue sales opportunities by :

Expanding and growing new customer base & new investment account through referrals from existing PB customers or through personalized service recovery efforts.

  • Growing existing relationship AUMs i.e. CASA & Fixed Deposits and ability to acquire new customers.
  • Working with Wealth Management Office, Branch Operations, Customer Service Division, Lending Hubs to obtain comprehensive product updates exclusive to our affluent customers.
  • Identifying cross‑sell opportunities among existing PB customers as well as for relationship deepening.
  • Promoting product bundles (where applicable) to higher cross‑sell penetration and contribute to growth in bank’s revenue.
  • Actively sourcing for new sales and leads within internal database and cross‑referrals obtained from , SME, Commercial and Corporate Banking and other cross‑referral products within GCB.
  • Execute sales performance and tracking processes by :

    • Supporting Branch Manager / PB Hub Manager to contribute commendable achievement by ensuring both sales and service performances meet the branch target.

  • Compiling and submitting accurate and timely sales reports.
  • Maintain accurate and updated information by :

    • Keeping abreast with updated product information and market changes (e.g. revised interest rates of Alliance Bank products and competitors).

  • Serving as the first line of defense to identify fraudulent & unusual activities, uphold operational compliance.
  • Portfolio & Relationship Management :

    • Grow customer franchise and contain customer attrition at low rate.

  • Constantly grow balances and share of wallet in key products i.e. CASA, FD, Foreign Current Account & Investment Products (UT) and Insurance Products (RP).
  • Actively convert existing FD portfolio to revenue generating products i.e. CASA and / or FCA / product bundles.
  • Market and sell consumer products to own portfolio of PB customers.
  • Understand and assess customers’ requirements and recommend appropriate consumer products.
  • Actively cross‑sell to Alliance Bank’s customers.
  • Refer new non‑consumer lending opportunities and complete the referral form to direct to appropriate lending units (e.g. Commercial and Corporate Banking).

    • Skills

  • Experience in sales or sales management.
  • Project satisfactory customer service quality & behaviour.
  • Able to work well in a team.
  • Fluent to converse and write in English, Bahasa Malaysia or Chinese language / dialects.
  • Good planning / Organization skills.
  • Flexibility to change.
  • Proactive / Initiative.
  • Open to problem solving / decision making / analytical thinking.
  • Possess good job knowledge in banking and banking products.
  • Passion for success and keen to work in a sales-driven environment.

    • Knowledge

  • Candidate must possess at least a Diploma or Degree in any field e.g. Banking / Accounting & Finance / Economics / Marketing / Business Studies.

    • Experience

  • At least 2‑3 years working experience in the banking and financial industry, especially in the area of consumer banking.

    • Job Details

  • Seniority level : Entry level
  • Employment type : Full‑time
  • Job function : Sales and Business Development
  • Industry : Banking

    • #J-18808-Ljbffr

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