Premier Relationship Manager - Segamat

OCBC; Segamat; On-site; MYR 60,000 - 90,000; Full time

Job summary

OCBC Group’s Premier Banking unit in Malaysia seeks a Sales Specialist to deliver tailored Premier Banking solutions and grow the Premier Franchise through targeted marketing initiatives.

You will plan and run events, build lasting relationships with clients, and ensure service excellence across all touchpoints while meeting regulatory requirements.

Qualifications

• Bachelor’s degree from an accredited university.
• Interest in financial planning and investments; sales-oriented.
• 3–5 years in sales and client relationship management.
• License to drive a vehicle and own transport.
• Strong interpersonal and communication skills.

Responsibilities

• Provide appropriate financial solutions to Premier Banking customers.
• Plan, organize and execute events and sales activities.
• Deliver excellent customer experience at all touchpoints.
• Adhere to regulatory compliance and timely reporting.

Skills

Interpersonal communication

Sales driven environment

Financial planning interest

Driving license & own transport

Education

Bachelor's degree

Job description

The Group Consumer Financial Services (GCFS) is all about helping consumers get what they want from life. It’s a broad ambition. So, the team offer an equally broad range of services. From branch to premier banking and everything in-between. That’s a lot to get your teeth into and many career paths to follow. And you’ll be doing it all while learning from the best in an award-winning environment.

• 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.