Relationship Manager Priority

PT Bank Muamalat Indonesia Tbk; Kota Yogyakarta; On-site; IDR 200.000.000 - 300.000.000; Full time

Job summary

A leading financial institution in Indonesia is seeking a Financial Advisor to manage relationships with priority customers. The role involves identifying customer needs, providing tailored banking solutions, and achieving business targets. Ideal candidates should possess a Bachelor’s Degree, have at least 2 years of experience, and relevant certifications. Strong interpersonal and sales skills are essential for success in this position.

Qualifications

• Minimum 2 years experience as a Relationship Manager with priority customers.
• Good knowledge of banking funding and wealth management products.
• Certified on BSMR, AASI, WAPERD, and WM1.

Responsibilities

• Acquire and maintain relationships with priority customers.
• Identify financial needs of customers.
• Provide professional advice to customers.
• Achieve business targets as per KPIs.

Skills

Interpersonal skills

Relationship management

Communication skills

Sales skills

Education

Bachelor Degree

Job description

Job Description:

1. Acquiring, maintaining, growing, and deepening relationship with exisitng and prospective priority customers.
2. Identifying the financial or investment needs and objectives of such customer or prospective customers.
3. Introducing alternative suitable banking products to meet the needs and objectives.
4. providing customers with professional advice.
5. Providing premium customer service.
6. Become a Financial Advisor for Priority customers.
7. Achieve business targets according to the KPIs set.
8. Submit reports on the development of customer funds.
9. Responsible for priority center managers or authorized bank officials in accordance with existing regulations and policies.

Qualification:

1. Minimum Bachelor Degree.
2. Min. 2 years experience as Relationship Manager, preferably those who have handled priority customers.
3. Good knowledge of banking funding/wealth management products and services.
4. Well developed interpersonal, relationship and communication skills.
5. Good at selling/influencing.
6. Certified on BSMR, AASI, WAPERD and WM1.

Placement : Yogyakarta