Senior Executive, Business Wealth Management

Alliance Bank; Malaysia; On-site; MYR 60,000 - 90,000; Full time

Job summary

Alliance Bank in Malaysia seeks a Senior Executive, Business Wealth Management to drive deposits and build client relationships. The role focuses on acquiring new-to-bank customers, promoting Bizsmart cash management solutions, and collaborating with partners on joint marketing efforts.

You will be responsible for identifying business opportunities, preparing tailored proposals, and ensuring a high standard of customer service while meeting targets in a dynamic banking environment.

Qualifications

• Experience in sales and marketing to a wide range of customers (2+ years)
• Strong business acumen, proactive and a highly motivated self-starter
• Good sales and customer relationship management

Responsibilities

• Solicit new to bank customer current account opening
• Drive for deposits on new to bank customers and identify business opportunities to meet targets
• Monitor and execute action plans to achieve deposits target and new to bank customer allocations
• Promote cash management solutions (Bizsmart)
• Build pipelines through calls/prospecting potential new to Bank clients to achieve closures
• Participate in sales campaigns and other promotional sales events
• Present Partner-in-Sales / Cash management solutions based on client needs
• Prepare proposals and tailor cash management solutions
• Prepare Account Opening Form and set appointments for Straight Through Processing of Account Opening
• Ensure high standard of customer service aligned with Bank policies and standards
• Support business partners for joint marketing calls and referrals
• Ensure complete documentation for account opening and solution implementation

Job description

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Senior Executive, Business Wealth Management

Location: MY, 96000

Category: Permanent

Facility: 3464

Key Responsibilites

• 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 deposits target & number of new to bank customers allocated.
• Promote cash management solutions (Bizsmart)
• 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.
• Prepare Account Opening Form/ set appointment to perform Straight Through Processing of Account Opening
• To ensure a high standard of customer service in line with the quality and standards set by the Bank
• 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 documentations for account opening and registration and set up for implementation of solutions.To ensure compliance to the policies and procedures 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.

Job Requirements

• Experience in sales and marketing to a wide range of customers with at least 2-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-verse in cash flow analysis
• Effective written and verbal communication and presentation skills
• Good interpersonal skills & strong customer service culture & 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