Manager, Business Wealth Management - Setapak

Alliance Bank Malaysia Berhad; Kuala Lumpur; On-site; MYR 50,000 - 70,000; Full time

Job summary

A leading bank in Kuala Lumpur is seeking a dedicated professional to drive sales and marketing of deposits and cash management solutions for SME clients. The role involves client management, collaboration with business partners, and ensuring compliance with bank policies. Ideal candidates will excel in building relationships and achieving sales targets.

Responsibilities

• Sales & marketing of deposits and FOREX to meet SME financial needs.
• Drive deposits from clients and identify business opportunities.
• Ensure compliance with bank policies and procedures.

Job description

Job Responsibilities

Sales Strategy

1. Sales & marketing of deposits and FOREX; meet financial and investment needs of SME segments.
2. Actively drive deposits from existing and new-to-bank clients, identify business opportunities, and ensure targets are met.
3. Monitor and execute action plans to achieve overall deposit targets.
4. Promote cash management solutions to business clients in the SME segments.
5. Build pipelines through calls and prospecting potential cash management clients to achieve closures and mandated deals.
6. Participate in sales campaigns and promotional sales events.

Client Management

1. Perform cash management solutions presentations based on clients' needs.
2. Prepare proposals and tailor cash management solutions accordingly.
3. Ensure high standards of customer service in line with the bank's quality and standards.

People Management

1. Support business partners in joint marketing calls and cross-selling/up-selling cash management solutions.

Collaboration

1. Work closely with business partners for customer referrals and conduct training to deepen product knowledge and client relationships, including SME, Transaction Banking, and A@work.

Compliance

1. Ensure completeness of necessary documentation for account opening and implementation of solutions, and ensure compliance with bank policies and procedures.

Market/Client Update

1. Obtain market intelligence, establish networks, and update the database of competitors’ offerings.

Understand & Act

1. Gather feedback on product requirements or issues and communicate with the Product & Distribution team.