Priority Relationship Manager

Oryx Services; Kemayoran; Sur place; IDR 300 000 000 - 600 000 000; Plein temps

Résumé du poste

Oryx Services in Jakarta is seeking a senior Funding Sales professional to drive portfolio growth through AUM expansion, CASA acquisition, and cross-selling across funding, investments, and wealth products.

You will manage NTB acquisitions, achieve sales targets, ensure KYC and compliance, and maintain strong client relationships to improve retention and satisfaction. The role demands excellent communication, analytics, and proactive solution finding.

Qualifications

• Bachelor's degree with minimum GPA 2.75.
• 4–5 years of experience in Funding Sales / Relationship Management or Priority Banking or Wealth Management.
• Strong communication skills, fluent in English.
• Excellent analytical thinking, results-oriented, self-motivated, and enthusiastic.
• Ability and motivation to achieve sales targets for portfolio growth, including Funding/CASA products, investment products (mutual funds, bonds), wealth planning, and NTB customer acquisition (proven evidence required).
• Ability and knowledge of business process, banking operational, risk, and regulatory compliance, with the ability to apply them appropriately.

Responsabilités

• Drive portfolio growth through AUM expansion, CASA acquisition, fee-based income generation, new-to-bank customer acquisition, cross-selling penetration, customer retention, and NPS improvement.
• Achieve sales and revenue targets as per direction from Management.
• Execute product cross-selling and top-up sales volume as part of existing customer maintenance process.
• Plan and prepare daily sales activity reports.
• Implement sales transaction processes in accordance with company procedures, internal memorandums (if any), and BOJ/OKJ compliance to avoid operational loss and potential fraud in branches.
• Execute Know Your Customer (KYC) principles as regulated by the company.
• Maintain good risk awareness, handle, and solve customer complaints, including escalation processes to resolve complex customer issues and disputes in a timely and effective manner.

Connaissances

Strong communication skills

Fluent in English

Analytical thinking

Results oriented

Self-motivated

Sales target achievement

Customer relationship management

KYC knowledge

Formation

Bachelor's degree with GPA 2.75+

Description du poste

• Drive portfolio growth through AUM expansion, CASA acquisition, fee-based income generation, new-to-bank customer acquisition, cross-selling penetration, customer retention, and NPS improvement.
• Achieve sales and revenue targets as per direction from Management.
• Execute product cross-selling and top-up sales volume as part of existing customer maintenance process.
• Plan and prepare daily sales activity reports.
• Implement sales transaction processes in accordance with company procedures, internal memorandums (if any), and BOJ/OKJ compliance to avoid operational loss and potential fraud in branches.
• Execute Know Your Customer (KYC) principles as regulated by the company.
• Maintain good risk awareness, handle, and solve customer complaints, including escalation processes to resolve complex customer issues and disputes in a timely and effective manner.

Requirements:

• Minimum Bachelor's Degree with a minimum GPA of 2.75.
• Minimum 4–5 years of experience in Funding Sales / Relationship Management or Priority Banking or Wealth Management.
• Strong communication skills, fluent in English.
• Excellent analytical thinking, results-oriented, self-motivated, and enthusiastic.
• Ability and motivation to achieve sales targets for portfolio growth, including Funding/CASA products, investment products (mutual funds, bonds), wealth planning, and NTB customer acquisition (proven evidence required).
• Ability and knowledge of business process, banking operational, risk, and regulatory compliance, with the ability to apply them appropriately.

Preferred Qualifications:

• Experience in Permata, OCBC CIMB Niaga, Danamon (for top-tier foreign banks, preferably to have a local bank experience previously).
• Experience in all 3rd-tier banks.
• Drive for Result – Level 2
• Proactively makes changes to improve performance.
• Finds better ways of doing things.
• Enhances and improves the efficiency and effectiveness of processes.
• Remains focused on outcomes.
• Conceptual Thinking – Level 2
• Notices when something is similar to a past situation.
• Sees patterns or trends in data or situations.
• Identifies and resolves customer problems or issues promptly.
• Communicates with customers regarding expectations.
• Monitors delivery and customer satisfaction.
• Encourages and supports the team in solving customer problems.
• Impact Through Influence – Level 2
• Influences others with data and/or logic.
• Responsibility for Compliance – Level 1
• Complies with requirements.
• Consistently meets the requirements of the code of conduct and/or relevant regulations.
• Identifies and promptly addresses any potential risks.
• Responds quickly when risk or non-compliance problems arise.