Relationship Manager Priority

PT Bank Muamalat Indonesia Tbk; Tangerang Selatan; On-site; IDR 200.000.000 - 300.000.000; Full time

Job summary

A financial institution in Indonesia is seeking a Financial Advisor to acquire and maintain relationships with priority customers. The ideal candidate will have a Bachelor Degree, at least 2 years of experience, and strong interpersonal skills. This role involves identifying customer needs and providing suitable banking products. Placement is in Bintaro & BSD.

Qualifications

• Minimum Bachelor Degree.
• Min. 2 years experience as Relationship Manager.
• Good knowledge of banking funding/wealth management products.

Responsibilities

• Acquiring and maintaining relationships with customers.
• Identifying financial needs of customers.
• Providing professional advice and premium service.

Skills

Interpersonal skills

Sales skills

Communication skills

Education

Bachelor Degree

Tools

BSMR certification

AASI certification

WAPERD certification

WM1 certification

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 : Bintaro & BSD