Manager, Business Wealth Management - Setapak

Alliance Bank Malaysia Berhad; Kuala Lumpur; On-site; MYR 45,000 - 65,000; Full time

Job summary

A leading banking institution in Kuala Lumpur seeks a proactive sales professional to drive deposit growth and enhance client relationships in the SME segment. You will be responsible for presenting cash management solutions and ensuring compliance with banking standards. This role requires strong sales acumen, excellent service delivery, and the ability to collaborate with business partners to achieve targets.

Qualifications

• Strong understanding of financial products and services.
• Proven ability to meet sales targets and drive revenue growth.
• Excellent customer service and communication skills.

Responsibilities

• Drive deposits from existing and new clients while ensuring targets are met.
• Prepare tailored proposals for cash management solutions.
• Ensure compliance with bank policies during account setup.

Skills

Sales & Marketing

Cash Management Solutions

Client Relationship Management

Job description

Job Responsibilities

Sales Strategy

• Sales & marketing of deposits and FOREX; meet financial and investment needs of SME segments
• Actively drive for deposits from existing bank clients & new clients, identify business opportunities, and ensure targets are met
• Monitor and execute action plans to achieve overall deposits targets
• 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 promotional sales events

Client Management

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

People Management

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

Collaboration

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

Compliance

• Ensure completeness of documentation for account opening and setup, and compliance with bank policies and procedures

Market/Client Update

• Gather market intelligence, establish networks, and update competitor offering databases

Understand & Act

• Collect feedback on product requirements or issues for the Product & Distribution team