Relationship Manager - Business Wealth Sales (Central 2)

AFFIN Group; Kuala Lumpur; On-site; MYR 40,000 - 60,000; Full time

Job summary

AFFIN Group is looking for a relationship manager in Kuala Lumpur to drive sales and build strong customer relationships. The role involves achieving KPIs through proactive customer engagement and cross-selling banking solutions.

The ideal candidate should possess a Diploma or Degree and have over 2 years of experience in a relevant field. You will collaborate with various departments to ensure excellent service delivery and compliance with regulations.

Qualifications

• More than 2 years’ experience in relationship management with a proven track record.
• Outgoing personality with a willingness to meet new clients.
• Ability to work independently and travel domestically.

Responsibilities

• Achieve sales targets through acquiring new customers and retaining existing ones.
• Conduct regular visits to enhance banker-customer relationships.
• Ensure compliance with service standards and regulatory guidelines.

Skills

Relationship management

Sales skills

Customer service

Communication

Education

Diploma/Degree

Job description

Create your future with Affin! You too can make a difference. Join us at AFFIN, where the open minds meet and be inspired by a shared commitment to great work. Here, you don’t just stay at the forefront of the industry – you can make a difference too.

Job Purpose

Achieve assigned KPIs and wealth targets through proactive sales activities such as acquiring new customers, deepening existing relationships, and cross-selling wealth solutions like Bancassurance/Takaful and cash management. It involves growing deposits and fee-based income, enhancing customer stickiness, and consistently analyzing portfolios to identify upselling opportunities. Building and maintaining strong customer relationships to ensure satisfaction and a positive experience is key.

Job Responsibilities

• Sales Management: Responsible for the overall sales activities of acquiring new customers and retaining existing assigned high-value non-borrowing & borrowing business customers by achieving the assigned deposit growth and fee-based income target, and cross-selling Enterprise Banking wealth solutions, cash management solutions and other banking solutions.
• Reach out to potential business sectors and generate sustainable and quality inflow of potential leads.
• Work closely with the team leads to engage relevant stakeholders in all marketing, business and promotional activities to ensure effective and quality sales and service standards.
• Manage sales processes to ensure compliance with Bank prescribed levels of service standards.
• Provide support and assistance to other Departments/Divisions within the Bank with matters relating to the assigned segment.
• Ensure timely submission of sales performance related reports.
• Maintain high compliance and sales discipline benchmarks in accordance with the Bank’s and regulatory guidelines.

Client Relationship Management

• Conduct regular visits and meetings with top customers of the assigned customer base to enhance banker-customer relationships and ensure better service quality.
• Contribute suggestions on customer retention strategies and programs.
• Participate in all product development and customer engagement activities for cash management and business wealth for the targeted segment.
• Attend to all customer-related feedback to ensure prompt service recovery if any.
• Undertake additional responsibilities assigned by immediate superior when required.

Job Requirements

• Education qualification: Diploma/ Degree holder
• More than 2 years’ experience as a relationship manager with a proven good performance track record
• Outgoing personality and willingness to meet new clients and bank clients
• Aggressive and performance-driven personality
• Able to work independently and travel domestically
• Preferably able to converse in multiple languages/dialects
• Possess the following mandated insurance licenses as required by the division:
• PCEIA Life & General
• Family & General Takaful
• CEILI
• IPPC & FIMM (as required by the Division)