Manager, Business Wealth Management

Alliance Bank; Kajang Municipal Council; On-site; MYR 50,000 - 70,000; Full time

Job summary

A leading financial institution in Selangor is seeking a Sales Executive to drive new customer account openings and deposits. The role involves promoting cash management solutions and ensuring high standards of customer service. Candidates should have at least 4 years of experience in sales and marketing, possess strong analytical skills, and be adept in customer relationship management. This position offers a dynamic work environment that encourages initiative and resourcefulness.

Qualifications

• At least 4 years of experience in sales and marketing.
• Strong business acumen and proactive self-starter.
• Excellent planning and organization skills.

Responsibilities

• Solicit new customer account openings.
• Drive deposits from new bank customers.
• Promote cash management solutions.

Skills

Sales experience

Customer relationship management

Analytical skills

Communication skills

Team player

Negotiation skills

Job description

10d ago , from Alliance Bank Malaysia Berhad

Responsibilities

• Solicit new to bank customer current account opening.
• Actively drive for deposits on new to bank customers, identify business opportunities and ensure targets allocated met.
• Monitor and execute the action plans in achieving overall deposits target & number of new to bank customers allocated.
• Promote cash management solutions (Bizsmart)
• Build pipelines through calls/prospecting potential new to Bank clients to achieve closures/mandated deals.
• To participate in sales campaigns and other promotional sales events
• Perform Partner-in-Sales / 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.
• Prepare Account Opening Form/ set appointment to perform Straight Through Processing of Account Opening
• To ensure a high standard of customer service in line with the quality and standards set by the Bank
• Support business partners for joint marketing calls.
• Work closely with business partners for customer referrals to deepen clients’ relationships and customer’s share of wallet.
• Ensure completeness of the necessary documentations for account opening and registration and set up for implementation of solutions.To ensure compliance to the policies and procedures set by the Bank
• Obtain market intelligence, establish network and update database of competitor’s offering.
• Collate feedback on any product requirements or any issues to Product & Distribution team.

Job Requirements

• Experience in sales and marketing to a wide range of customers with at least 4 year experience
• Strong business acumen proactive and a highly motivated self-starter
• Good sales and customer relationship management
• Strong analytical skill in financial accounting and well-verse in cash flow analysis
• Effective written and verbal communication and presentation skills
• Good interpersonal skills & strong customer service culture & a good team player
• Resourceful and adaptable – with ability to work in changing environment
• Initiative, drive, enthusiasm with strong selling and negotiation skills
• Excellent planning and organization skills to meet objectives and deadlines