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Manager, Business Wealth Management - Sinsuran, Kota Kinabalu

Alliance Bank Malaysia Berhad

West Coast Division

On-site

MYR 50,000 - 70,000

Full time

21 days ago

Job summary

A regional bank in Malaysia is seeking a Sales Strategy professional to drive new customer current account openings and promote cash management solutions. Responsibilities include soliciting new accounts, ensuring compliance, and managing client relationships. Ideal candidates will have strong sales and communication skills, with a focus on achieving targets in a competitive environment.

Qualifications

  • Experience in client management and sales.
  • Ability to drive deposits and open new accounts.
  • Strong communication and negotiation skills.

Responsibilities

  • Solicit new customer current account openings.
  • Drive deposits and identify business opportunities.
  • Ensure compliance with bank policies and procedures.

Skills

Customer relationship management
Sales strategy implementation
Market intelligence gathering
Job description
Sales Strategy
  • 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
Client Management
  • Perform Partner-in-Sales / Cash management solutions presentation to clients based on the initial findings of their needs.
  • Prepare proposal 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 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.
Collaboration
  • Work closely with business partners for customer referrals to deepen clients’ relationships and customer’s share of wallet.
Compliance
  • 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
Market/Client Update
  • Obtain market intelligence, establish network and update database of competitor’s offering.
Understand & Act
  • Collate feedback on any product requirements or any issues to Product & Distribution team.
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