Team Lead, Credit Card, (Kuala Lumpur), Alternate Channel, Retail Banking Distribution

Bank Islam; Kuala Lumpur; On-site; MYR 70,000 - 90,000; Full time

Job summary

A financial services institution in Kuala Lumpur is seeking a motivated Sales and Business Development professional. The role involves identifying new business opportunities, managing client relationships, and executing strategic alliances that enhance profitability. Candidates should possess a Bachelor's degree, relevant experience in the financial services industry, and strong sales performance management skills. The position requires proactive and goal-driven individuals who can thrive in a dynamic environment.

Qualifications

• Minimum of 3-5 years of experience in a sales or business development role within the financial services industry.
• Proven experience in driving business collaboration and managing sales performance.
• Ability to travel as required by business needs.

Responsibilities

• Identify and secure new business opportunities, understanding clients' needs.
• Act as the primary point of contact for clients.
• Collaborate with sales personnel to ensure successful execution of activities.

Skills

Business collaboration

Sales performance management

Client relationship management

Time management

Proficiency in additional languages

Education

Bachelor's degree in Business, Finance, Marketing, or related field

Relevant professional certifications (e.g., FIMM, TBE)

Job description

Responsibilities

• Identify and secure new business opportunities, understand clients' needs, and offer tailored financial solutions.
• Act as the primary point of contact for clients, fostering positive relationships and ensuring business continuity.
• Serve as a liaison to other Bank staff, such as Personal Financial Executives (PFE), Personal Bankers (PB), Sales Executives (SE), Branch Managers (BM), Retail Sales Managers (RSM), etc., facilitating access to employees, members, students, or other community groups associated with the respective business partner by organizing sales engagement activities.
• Collaborate with Branch Managers, Retail Sales Managers, State Directors, and other sales personnel to ensure the successful execution of sales engagement activities.
• Plan and manage daily sales activities to optimize appointment efficiency, resource utilization, and profit maximization.
• Work closely with the Head Office/Strategic Business Relations and other departments/divisions in Bank Islam to implement strategic business alliances and ensure consistent synergy, enhancing the bank’s profitability and business sustainability.
• Explore and acquire new business for institutional/organizational salary accounts and new package employers.
• Drive business collaboration by promoting all retail products, including Deposits, Assets, Wealth, and SME.
• Monitor and track the sales performance of each business partner to ensure optimal penetration rates.
• Secure sales engagement activities from business partners across all segments, including Government, Non-Government, New Package Employers, Professional Associations, Hajj & Umrah, Synergy, Co-Brands, and Non-Bumi.

Customers

• Maintain relationships with Business Partners, identify opportunities for upselling or cross-selling, and collaborate with other sales teams to ensure client satisfaction.
• Explore and identify business opportunities to increase penetration rates.
• Provide personalized advice, build rapport, and deliver prompt responses to client inquiries.
• Ensure that BNM, external, internal audit findings, compliance reviews, and Shariah reviews are addressed and rectified promptly.
• Ensure that all sales engagement activities are accurately updated in the Business Opportunities & Sales Activities Report.

Job Requirements

• A Bachelor's degree in Business, Finance, Marketing, or a related field.
• Relevant professional certifications (e.g., FIMM, TBE) would be advantageous.
• Minimum of 3-5 years of experience in a sales or business development role within the financial services industry.
• Ability to travel as required by business needs.
• Proven experience in driving business collaboration and managing sales performance, particularly in the areas of Deposits, Assets, Wealth, and SME products.
• Experience working with business partners across multiple sectors, such as Government, Non-Government, Professional Associations, Hajj & Umrah, and Co-Brands.
• A strong background in strategic business execution and managing cross-department collaboration.
• Highly motivated, results-oriented, and goal-driven with a passion for achieving business objectives.
• Detail-oriented with excellent organizational and time management skills.
• Strong ability to adapt and thrive in a fast-paced, evolving environment.
• Proactive with a positive attitude and a solution-focused approach.
• Proficiency in additional languages (e.g., Mandarin) is a plus.