SME Relationship Manager

Planworth Global Factoring Sdn. Bhd.; Kuala Lumpur; On-site; MYR 70,000 - 90,000; Full time

Job summary

A leading financial services provider in Kuala Lumpur is seeking an SME Relationship Manager to manage and expand a portfolio of Small and Medium Enterprises. The role involves delivering exceptional financial consultations, managing leads, and building strong client relationships. Candidates should possess relevant qualifications and at least 2 years of experience in finance-related positions. This position offers competitive salary, performance bonuses, and attractive benefits in a modern office environment.

Benefits

Competitive salary

Performance bonuses

Insurance coverage

Medical claims

Teambuilding activities

Qualifications

• Minimum 2 years of experience as an Assistant or Relationship Manager.
• Experience in SME's, mortgage loan, financial planning is advantageous.
• Ability to work independently with minimal supervision.

Responsibilities

• Manage and expand a portfolio of SMEs.
• Deliver exceptional financial consultations and services.
• Update and manage customer relationships through CRM.

Skills

Sales experience

Financial analysis

Networking

Communication skills

Proactive

Business acumen

Education

Professional certificate or equivalent

Degree in Finance/Banking/Marketing/Accountancy

Job description

Overview

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.

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.

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.

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 with coffee and tea vending machine, 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.

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!

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