Senior Executive, Business Wealth Management

Alliance Bank Malaysia Berhad; Sibu; On-site; MYR 36,000 - 60,000; Full time

Job summary

Alliance Bank Malaysia Berhad in Malaysia seeks a dynamic sales professional to solicit new to bank customer current accounts. You will drive deposits, build pipelines, promote Bizsmart cash management, and collaborate with partners to deepen client relationships while ensuring compliance and high service standards.

Ideal candidates bring at least 2 years in sales/marketing, strong negotiation and communication skills, and a proactive, team-oriented mindset.

Qualifications

• 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 cash flow analysis.
• Effective written and verbal communication and presentation skills.
• Good interpersonal skills and a strong customer service culture.
• Resourceful and adaptable with ability to work in changing environments.
• Initiative, drive, enthusiasm with strong selling and negotiation skills.

Responsibilities

• Solicit new to bank customer current account opening.
• Actively drive for deposits on new to bank customers and identify business opportunities.
• Monitor and execute action plans to achieve deposits targets and new-to-bank customers.
• Promote cash management solutions (Bizsmart).
• Build pipelines through calls and prospecting potential new bank clients to close deals.
• Participate in sales campaigns and promotional events.
• Present partner-in-sales / cash management solutions based on client needs.
• Prepare proposals and tailor cash management solutions to client needs.
• Prepare Account Opening Forms and set appointments for Straight Through Processing.
• Ensure high standard of customer service in line with bank quality standards.
• Support business partners for joint marketing calls.
• Collaborate with partners for client referrals to deepen relationships and share of wallet.
• Ensure completeness of documents for account opening and compliance with bank policies.
• Obtain market intelligence and update competitor offering database.
• Collate feedback on product requirements to Product & Distribution team.

Skills

Sales experience

Customer relationship management

Negotiation skills

Business acumen

Proactive self-starter

Communication skills

Team player

Adaptability

Job description

• 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.

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