Premier Relationship Manager - Alor Setar

OCBC; Alor Setar; On-site; MYR 100,000 - 150,000; Full time

Job summary

A leading bank in Alor Setar is seeking a professional to provide financial solutions to Premier Banking customers. The role involves expanding the client base through various sales initiatives and ensuring an excellent customer experience. Ideal candidates should have a Bachelor's degree, a strong interest in financial planning, and 3 to 5 years of sales experience. Additional licenses are required, and good interpersonal skills are essential.

Qualifications

• Strong interest in financial planning and investment.
• 3 - 5 years’ experience in sales and client relationships.
• Possess required licenses (e.g. PCE, CEILI & FIMM).

Responsibilities

• Provide financial solutions to Premier Banking customers.
• Execute sales activities aligned with Premier Banking objectives.
• Deliver excellent customer experience across all touch points.

Skills

Financial planning interest

Interpersonal skills

Communication skills

Sales experience

Education

Bachelor’s degree

Job description

Roles & Responsibilities:

Financial

• To provide appropriate financial solutions to our Premier Banking customers and expand the Premier Franchise by acquiring new Premier Banking customers via various marketing initiatives.
• To plan, organize, participate and execute event and sales activities inline with the Premier Banking business direction and related sales initiatives.

Service

• To provide excellent customer experience to our Premier Banking customers at all touch points via 3 distinctive service elements ie cared for, excellent and enhanced value.
• To build sustainable relationship with our Premier Banking customers though timely follow-ups and anticipation of customers’ needs.
• To proactively engage Premier Banking customers to achieve continuous customer satisfaction.

Compliance

• To adhere to all related policies, regulatory risk and compliance matters
• To ensure no operational and control lapses
• To ensure timely submission of reports for both statutory and regulatory
• To ensure zero defect in account opening, sales transactions execution, loan submission and related matters.

Job Requirements:

• Bachelor’s degree, in any field, from an accredited university / colleges
• Possess strong interest in financial planning, investment and keen to work in a sales driven environment;
• Preferably with 3 - 5 years’ experience in sales and client relationship experience.
• Must possess the required licenses (e.g PCE, CEILI & FIMM); IPPC will be an added advantage.
• Possess good interpersonal and communication skills; able to deliver high quality customer service
• Possess a valid driving license & own transport.