Customer Relationship Manager

Alliance Bank; Johor Bahru; On-site; MYR 30,000 - 50,000; Full time

Job summary

A leading financial institution in Malaysia seeks an individual to deliver excellent personalized service to Private Banking (PB) customers. The role involves identifying sales opportunities, managing customer relationships, and coordinating with different departments for updates on products. Strong skills in cross-selling and customer service are essential. The successful candidate will actively contribute to the growth of the bank's revenue and maintain a low attrition rate among customers. This is an exciting opportunity for those passionate about financial services.

Qualifications

• Excellent personalized service skills.
• Strong sales and customer relationship management abilities.
• Ability to identify cross-sell opportunities.

Responsibilities

• Focus on personalized service to PB customers.
• Identify and pursue new sales opportunities.
• Work with various bank departments for product updates.

Job description

10d ago , from Alliance Bank Malaysia Berhad

Responsibilities

• Focus on excellent personalized service to PB customers by attending to PB customers 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 that is 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-referral obtained from Alliance@Work, SME, Commercial and Corporate Banking and other cross referrals products within GCB.
• Execute sales performance and tracking processes by:
• Supporting Branch Manager/PB Hub Manager to assist in contributing 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
• 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
• To actively market and sell consumer products to own portfolio of PB customers
• Understanding and assessing customers’ requirements and recommend appropriate consumer products
• Actively cross-selling to Alliance Bank’s customers
• Referring new non-consumer lending opportunities and completing the referral form to direct to the appropriate lending units (e.g. Commercial and Corporate Banking).

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