SME Relationship Manager

Planworth Global Factoring Sdn. Bhd.; Kuala Lumpur; On-site; MYR 100,000 - 150,000; Full time

Job summary

Join a leading financial institution as an SME Relationship Manager in Kuala Lumpur. You'll manage and grow a diverse portfolio of SMEs by delivering exceptional financial consulting services. Ideal candidates will possess strong interpersonal skills and a proactive approach to client relationship management, backed by relevant educational qualifications. The position offers competitive compensation and a variety of employee benefits, including performance bonuses and comprehensive insurance coverage.

Benefits

Competitive basic salary

Attractive annual performance bonus

Insurance coverage for staff

Medical claims, Optical, Dental benefits

Annual health screening

Company trips and team-building activities

Qualifications

• Minimum 2 years experience as a Relationship Manager or similar.
• Experience in SME finance, mortgage loans, or financial planning preferred.

Responsibilities

• Manage leads and client portfolios, providing tailored financial solutions.
• Analyze financial data and provide insights on proposals.
• Update CRM systems for effective relationship management.

Skills

Networking

Financial Analysis

Sales

Proactive

Interpersonal Communication

Education

Professional certificates in Finance/Banking/Marketing/Accountancy

Job description

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The SME Relationship Manager is responsible for managing and expanding a portfolio of Small and Medium Enterprises (SMEs) by delivering exceptional financial consultations and services. The role involves managing leads, building strong client relationships, and understanding clients' financial needs to recommend tailored solutions.

What is your role? Responsibilities

Managing the leads generated by referrals and call prospects to deliver a remarkable consultation experience.

Building strong relationships with clients and recommending ideas in managing, expanding and growing the portfolio with adherence to compliance.

Meet prospects to identify their needs and requirements. Provide them with advice on financial solutions to meet their financial / cash flow needs. Communicate with prospects to evaluate joint initiatives and proposals to see how they align with established roadmaps and business priorities.

Process/Screen data/information on financing proposal with our credit friendly SMEs Credit Scoring, analysing the market trend, examining risks and financial accuracy in recommending to credit risk for the approval process.

Updating the digital Customer Relationship Management (CRM) System as part of managing the relationship with prospects and clients as part of growing the SMEs / Corporate portfolio.

Who are we looking for? Requirements

Banker and non-banker with sales experience are welcomed.

Possess at least a Professional certificates, SPM/ STPM/ Pre.U, Diploma, Degree in Finance / Banking / Marketing / Accountancy or equivalent with minimum 2 years of working experience as an Assistant or Relationship Manager or similar positions in Financial Institution or similar government agency that promotes and lending to SMEs industry.

Experience in SME's, mortgage loan, wealth management, financial planning and consulting is an added advantage.

Good skills in Networking, Financial Analysis, Sales, Proactive, Energetic, Integrity and possess good business acumen.

Good interpersonal and communication skills and able to interact with people at all levels.

Able to work independently with min supervision.

Demonstrates a strong determination to achieve goals and overcome challenges.

Takes proactive steps and demonstrates initiative to take on tasks independently.

Hard-working and diligence in carrying out responsibilities.

A Goal Go-Getter to achieve objectives and meet targets.

Hungry to Succeed in their role.

An enthusiastic learner to acquire new knowledge and skills.

We appreciate your talent: Benefits and Perks

Competitive basic salary.

Attractive annual performance bonus. Our rewards philosophy matches pay to performance, potential and work ethics.

Insurance coverage for staff - Group Hospitalization, Group Term Life and Group Personal Accident.

Other staff benefits such as Medical claims, Optical, Dental, Annual health screening, Company trips, Teambuilding activities, Wedding gifts, Child Birth gifts and many more.

Large, modern, luxury, advanced and trendy office layout for your optimum safety, comfort and performance, prayer room, pantry service, training room and a secure basement parking.

We are committed to employee health, wellbeing and comfort – We provide ergonomic adjustable chairs and desks to support and promote good health and body posture. Ergonomic chairs and tables are highly adjustable to suit the natural position of your joints and body type to align your shoulders, provide hips and spine support, increased productivity, and enhanced employee comfort.

Excellent personal development opportunities such as Leadership skills, Negotiation skills, Communications skills, Time management skills, Organizational skills, Mentoring programmes, etc. as part of career development. We provide coaching and on-the-job training for suitable candidates as part of long term career mapping. There are opportunities to diversify into other roles within the company.

Where are we? Ideal Location

Close to Putra LRT - Ampang Park Station (5 mins walk)

Adjacent to MRT - Ampang Park Station (5 mins walk)

Working day: 5-days work

Surrounded by shopping centres - short walking distance to KLCC, Avenue K, Intermark and etc.

Located on the ground floor of a 33 storey building with more than 10,000ft of work space.

Are you ready to apply your talent and elevate your working skills and experience? Click the ‘Apply Now’ and you are one step ahead to an outstanding career!

ONLY SHORTLISTED CANDIDATES WILL BE NOTIFIED

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Your application will include the following questions:

Which of the following statements best describes your right to work in Malaysia? Which of the following types of qualifications do you have? How many years' experience do you have as a relationship manager? What's your expected monthly basic salary? Do you have experience in a role which requires relationship management experience? How many years' experience do you have in a wealth management? Do you have experience working in a business banking environment? Do you have experience in a sales role?

An established and well-known financial institution (FI) registered with the Ministry of Finance and the Government’s eProcurement platform, Planworth, is a multiple-award winner in Malaysia and Singapore, market leader, and the largest non-bank working capital solutions and supply chain finance FI in Malaysia. We provide MSMEs and corporates with comprehensive financial solutions tailored to every stage of their growth. Our expert advice, integrated products, digital ecosystem, and Referral Program enable us to address the rapidly evolving needs of MSMEs. We are passionate about assisting MSMEs in achieving success, realizing their dreams, and building stronger companies and economies.

An established and well-known financial institution (FI) registered with the Ministry of Finance and the Government’s eProcurement platform, Planworth, is a multiple-award winner in Malaysia and Singapore, market leader, and the largest non-bank working capital solutions and supply chain finance FI in Malaysia. We provide MSMEs and corporates with comprehensive financial solutions tailored to every stage of their growth. Our expert advice, integrated products, digital ecosystem, and Referral Program enable us to address the rapidly evolving needs of MSMEs. We are passionate about assisting MSMEs in achieving success, realizing their dreams, and building stronger companies and economies.

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Perks and benefits Outpatient Medical Coverage Group Hospitalization & Surgical Coverage Group Personal Accident Coverage Group Term Life Coverage Performance Bonus Scheme Wedding Gift Marriage Leave Study Leave

What can I earn as a Small Medium Entreprise Relationship Manager