Senior Executive Business Wealth Management

Alliance Bank Malaysia Berhad; Kuala Lumpur; On-site; MYR 60,000 - 80,000; Full time

Job summary

A leading financial institution in Kuala Lumpur is seeking a motivated individual to promote cash management solutions and drive deposits from new customers. Responsibilities include building pipelines through prospecting, ensuring compliance with banking policies, and preparing tailored financial solutions for clients. The ideal candidate will have at least 4 years of sales experience, strong analytical skills, and excellent communication abilities. This role offers an opportunity to develop customer relationships and grow business in a dynamic environment.

Qualifications

• At least 4 years of experience in sales and marketing.
• Strong analytical skills and knowledge of cash flow analysis.
• Proactive, motivated self-starter with good interpersonal skills.

Responsibilities

• Promote cash management solutions and build pipelines through prospecting.
• Participate in sales campaigns and prepare proposals for clients.
• Ensure compliance with policies and procedures for account opening.

Skills

Sales and marketing experience

Business acumen

Customer relationship management

Analytical skills in financial accounting

Communication skills

Interpersonal skills

Negotiation skills

Planning and organization skills

Job description

Overview

Solicit new to bank customer current account opening. Actively drive for deposits on new to bank customers, identify business opportunities and ensure targets allocated met. Monitor and execute the action plans in achieving overall CA target & number of new to bank customers allocated. Promote cash management solutions (Bizsmart).

Prepare Account Opening Form/ set appointment to perform Straight Through Processing of Account Opening. Ensure a high standard of customer service in line with the quality and standards set by the Bank. Obtain market intelligence, establish network and update database of competitor’s offering. Collate feedback on any product requirements or any issues to Product & Distribution team.

Support business partners for joint marketing calls. Work closely with business partners for customer referrals to deepen clients’ relationships and customer’s share of wallet. Ensure completeness of the necessary documentation for account opening and registration and set up for implementation of solutions. To ensure compliance to the policies and procedures set by the Bank. To ensure a high standard of customer service in line with the quality and standards set by the Bank.

Responsibilities

• Promote cash management solutions (Bizsmart) and build pipelines through calls/prospecting potential new to Bank clients to achieve closures/mandated deals.
• To participate in sales campaigns and other promotional sales events.
• Perform Partner-in-Sales / Cash management solutions presentation to clients based on the initial findings of their needs.
• Prepare proposals and tailor cash management solutions based on client’s needs.
• To ensure compliance to the policies and procedures set by the Bank and ensure completeness of documentation for account opening and setup for implementation of solutions.
• Obtain market intelligence, establish network and update database of competitor’s offerings; collate feedback for Product & Distribution team.
• Support business partners for joint marketing calls and customer referrals to deepen client relationships and customer’s share of wallet.

Qualifications

• Experience in sales and marketing to a wide range of customers with at least 4-year experience.
• Strong business acumen, proactive and a highly motivated self-starter.
• Good sales and customer relationship management.
• Strong analytical skill in financial accounting and well-versed in cash flow analysis.
• Effective written and verbal communication and presentation skills.
• Good interpersonal skills, strong customer service culture, and a good team player.
• Resourceful and adaptable – with ability to work in changing environment.
• Initiative, drive, enthusiasm with strong selling and negotiation skills.
• Excellent planning and organization skills to meet objectives and deadlines.

Disclaimer

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