Account Manager

Alliance Bank Malaysia Berhad; Sandakan; On-site; MYR 50,000 - 80,000; Full time

Job summary

A financial institution in Malaysia is seeking a dynamic sales professional for deposits and FOREX focused on SME clients. Responsibilities include driving deposits, providing cash management solutions, and ensuring compliance with banking standards. Candidates should have a strong background in sales and client management to meet financial needs in the SME sector.

Qualifications

• Experience in sales and marketing within the banking sector.
• Ability to develop and manage client relationships.
• Strong understanding of cash management solutions.

Responsibilities

• Sales and marketing of deposits and FOREX to meet SME needs.
• Drive deposits and identify business opportunities.
• Prepare proposals based on client needs.

Skills

Sales & marketing

Client management

Cash management solutions

Market intelligence

Job description

Responsibilities

• Sales & marketing of deposits and FOREX; meet financial and investment needs of SME segments
• Actively drive for deposits on existing to Bank & new to Bank, identify business opportunities and ensure targets allocated met
• Monitor and execute the action plans in achieving overall deposits target allocated
• Promote cash management solutions to business clients in the SME segments
• Build pipelines through calls/prospecting potential cash management clients to achieve closures/mandated deals
• Participate in sales campaigns and other promotional sales events

Sales Strategy

• Sales & marketing of deposits and FOREX; meet financial and investment needs of SME segments
• Actively drive for deposits on existing to Bank & new to Bank, identify business opportunities and ensure targets allocated met
• Monitor and execute the action plans in achieving overall deposits target allocated
• Promote cash management solutions to business clients in the SME segments
• Build pipelines through calls/prospecting potential cash management clients to achieve closures/mandated deals
• Participate in sales campaigns and other promotional sales events

Client Management

• Perform cash management solutions presentation to clients based on the initial findings of their needs
• Prepare proposals and tailor cash management solutions based on client’s needs
• Ensure a high standard of customer service in line with the quality and standards set by the Bank

People Management

• Support business partners for joint marketing calls and cross-sell / up-sell cash management solutions to clients

Collaboration

• Work closely with business partners for customer referrals and conduct training to instill product knowledge and deepen clients’ relationships and customer’s share of wallet – SME & Transaction Banking & A@work

Compliance

• Ensure completeness of the necessary documentation for account opening and registration and setup for implementation of solutions. Ensure compliance with the policies and procedures set by the Bank

Market/Client Update

• Obtain market intelligence, establish network and update database of competitor’s offerings

Understand & Act

• Collate feedback on any product requirements or any issues to Product & Distribution team

Tahap senioriti

• Industri: Perbankan