Preferred Relationship Manager, Serdang Perdana Branch MY

CIMB; Malaysia; On-site; MYR 40,000 - 60,000; Full time

Job summary

A leading financial services company in Malaysia is seeking candidates for customer relationship management in financial planning roles. The ideal candidate will hold a degree or diploma, with 2-3 years of experience in branch sales. Key responsibilities include providing financial advice, managing customer relationships, and converting leads into sales. Candidates are expected to possess required licenses and demonstrate strong interpersonal skills. This role emphasizes delivering high-quality customer service in a dynamic environment.

Qualifications

• Minimum 2 – 3 years of working experience in a branch sales environment.
• Possess compulsory licenses such as IPPC, FIMM, PCE, CEILLI, TBE.
• Ability to deliver high quality customer service.

Responsibilities

• Acquire and manage customer relationships while providing financial planning advice.
• Manage customer relationships to increase share of wallet.
• Convert leads to sales and source new leads.

Skills

Customer relationship management

Financial planning

Interpersonal skills

Education

Degree / Diploma in any discipline

Job description

Key Responsibilities:

• Acquire and manage customer relationships by providing financial planning advice in a sales oriented environment.
• Manage customer relationships to increase share of wallet under the "Farmer" concept.
• Provide financial planning advice to customers - focusing on Wealth Management Products.
• Take initiative and run activities to source leads.
• Keep abreast of customers' need and market trends and competitors' programme offers and activities for targeted customers regularly.
• Liaise with customers and convert leads to sales.

Job Requirements:

• Degree / Diploma holders in any discipline.
• Minimum 2 – 3 years of working experience in a branch sales environment.
• Possess the compulsory licenses such as IPPC,FIMM, PCE, CEILLI,TBE, etc.
• Result oriented, passionate with marketing and willing to adopt to new things.
• Ability to work independently with minimum supervision.
• Ability to deliver high quality customer service to external and internal customers.
• Possess good interpersonal skills and able to actively interact with all levels of customers.