Relationship Manager- Trade Sales

AFFIN Group; Penang; On-site; MYR 55,800 - 89,280; Full time

Job summary

AFFIN Group is seeking a professional in Penang to ensure efficient delivery of trade products to both internal and external customers. The role involves managing trade utilizations, fostering client relationships, and providing training on various trade solutions. Additionally, maintaining compliance with internal procedures and regulations is crucial.

The successful candidate will play a key role in product development, process improvement, and participate in essential projects. The position offers opportunities to make a significant impact in frontline client engagement and service delivery.

Responsibilities

• Ensure efficient delivery of trade products to customers through engagement.
• Manage customer trade utilizations and identify sales opportunities.
• Maintain relationships and propose solutions to customers.
• Ensure adherence to internal procedures and audit requirements.
• Conduct training on trade products and solutions.
• Provide sales activities reports regularly.
• Support regulatory compliance and training.
• Ensure uninterrupted services during disasters.
• Support product development and process improvement.
• Participate in projects as needed.

Job description

Responsibilities

• Ensure efficient, effective and high-quality delivery of trade products to all internal & external customers by constant engagement and provide advisory.
• Manage and monitor customer’s trade utilizations and business relationship of Transaction Banking customers and identify customer needs and sales opportunities by developing the suitable proposal on product, services and structure.
• Maintain excellent relationship and good support with customer through scheduled visit and calls, address customer’s requirement and propose solutions to Relationship Manager.
• Ensure the interest of the bank from any losses through exercising due care and diligence in discharging duties assigned and strict adherence to internal procedures and audit requirement.
• Conduct training on Trade Product, E Trade, Financial Supply Chain (FSC) and any trade solutions to internal/external customer.
• Provide Trade Sales activities reports i.e., Pipeline Report, E Trade, FSC etc. respectively on weekly/monthly/quarterly basis.
• Support the bank’s regulatory requirement in compliance to Notices under Foreign Exchange Administration Rules, compliance to AMLCFT which includes transaction monitoring, reporting suspicious transaction and staff training.
• Support BCP/DRP activities to ensure uninterrupted services to customers in the event of disaster.
• Support product development, system enhancement, process improvement and control.
• Participate in projects and any other tasks or assignments as requested by superiors.