Relationship Manager (Shah Alam)

alrajhi bank Malaysia; Shah Alam; On-site; MYR 40,000 - 60,000; Full time

Job summary

A leading bank in Malaysia is looking for a Sales Officer to manage relationships with high net worth individuals. The ideal candidate will have experience in branch sales, a proven sales performance record, and skills in compliance and financial product knowledge. The position requires a degree or diploma with significant sales experience, and strong MS Excel skills are essential for the role.

Qualifications

• Minimum qualification of a Diploma with at least 3 years of sales experience.
• Must have 2 years of working experience in a similar environment.
• Proven track record in sales performance with knowledge in compliance and regulatory requirements.

Responsibilities

• Serve high net worth individuals and fulfill their financial needs.
• Achieve sales targets and manage business relationships.
• Ensure compliance with bank policies and regulatory requirements.

Skills

Sales performance

Customer relationship management

Strong MS Excel skills

Ability to multi-task

Good command of English

Education

Degree from any university

Diploma with at least 3 years of experience

Job description

Overview

Responsible to achieve sales targets.

What you will do

• Single touch point to serve the high net worth individuals to fulfill their financial & banking needs via financial planning & customized wealth solutions.
• Ensure achievement of targets assigned
• Work with Branch Manager to ensure sales activities are in line with business direction
• Review performance with Branch Manager.
• Grow the Asset Under Management (AUM) , fee income, profitability & customer base through active acquisition & prospecting of NTB high net worth individuals in the target market group
• Source for new business/customers
• Build rapport/enhance relationship with customers
• Joint sales marketing with Branch Manager
• Retain existing customers; grow share of wallet with the bank through cross-selling
• Ensure consistent delivery of high quality services to customers through meeting or exceeding customer expectation guided by the service level agreement, efficient / accurate standards and good business processes/ judgments.
• Ensure strict compliant to the Bank's standard policy and procedures, internal control and compliance, regulatory requirements and AMLA/CFT.
• Deliver good customer service and follow up.
• Ensure all customer complaints and feedback being resolved within TAT.

Qualifications

• Qualification - Degree from any university
• Minimum qualification – Diploma but must have at least 3 years’ experience in sales
• Must have at least 2 years working experience in similar environment
• Candidates must have experience in branch sales and operations
• Vast knowledge in latest compliance, regulatory requirements and AMLA/CFT
• Proven track record in sales performance.
• Strong MS Excel skills
• Able to work in tight deadlines and stressful situation
• Ability to multi-task
• Good command of English