Relationship Manager, Premier Banking

RHB Banking Group; Kelantan; On-site; MYR 150,000 - 200,000; Full time

Job summary

A leading banking institution in Malaysia is seeking a sales professional to prepare and execute sales plans, engage with customers, and provide investment advisory services. The ideal candidate will have experience in sales and customer management, with a strong understanding of investment portfolios. This role involves close collaboration with sales teams to drive customer acquisition and retention.

Qualifications

• Experience in sales and customer relationship management.
• Ability to prepare and execute sales plans.
• Knowledge in investment and wealth portfolio management.

Responsibilities

• Execute sales plans for prospective customers.
• Engage with customers for relationship building.
• Monitor sales performance and competitors.

Job description

Sales Planning & Activities

• Prepare and pro-actively execute sales plans for prospective customers from Bank’s leads (LMS) and self-generated leads
• Actively participate and collaborate with other sales personnel at PBC/branch/region on sales activities/campaigns for customer acquisition and retention
• Prepare and provide investment & wealth financial advisory and assistance to customers for their investment/wealth portfolio management
• Periodic review of customers’ investment portfolio and increase AUM
• Plan and identify cross selling/up selling to increase customers’ PHR and revenue
• Set appointments, sales visitations, prospecting and engagement with customers

Sales Management

• Maintain regular contact with existing customers to foster closer relationship and for referrals
• Work closely with Centre Manager, Branch Manager and Regional Sales Heads on sales activities, promotion and campaigns
• Prepare and monitor sales performance and competitors analysis to Management
• Compliance to Bank’s policy, procedures and observe sales code of ethics