Relationship Manager

State Bank of India, Singapore; Singapore; On-site; SGD 60,000 - 80,000; Full time

Job summary

An established industry player is seeking a dynamic Sales & Advisory professional to enhance customer relationships and drive retail banking products. In this role, you'll market a diverse range of financial products, provide tailored advisory services, and ensure compliance with regulatory standards. Your expertise in customer relationship management and sales will be pivotal in upselling services and improving operational processes. Join a forward-thinking institution where your contributions will directly impact customer satisfaction and service excellence in the banking sector.

Qualifications

• 1-2 years of experience in sales and financial products/services.
• CMFAS certified in M5, M8, M8A, M9, M9A, HI, BCP, PGI.

Responsibilities

• Market retail banking and investment products effectively.
• Respond to customer issues and ensure operational efficiency.

Skills

Customer Relationship Management

Sales Skills

Interpersonal Skills

Knowledge of Banking Products

Regulatory Compliance Understanding

Education

Bachelor's Degree in Banking, Insurance & Financial Services

MBA/Executive MBA

Tools

CMFAS Certification

Job description

Responsibilities

Sales & Advisory

• Market a range of retail banking and investment products.

• Upsell and cross-sell the Bank's suite of products and services.

• Offer advisory service recommending suitable wealth management products for potential customers.

• Knowledge of internal policies and procedures to effectively manage the sales cycle and facilitate operational execution of transactions.

• Report sales activities and results to the management on a regular and prompt manner.

• Competent on all KYC/CDD procedures, AML guidelines and all other regulatory guidelines governing the Sales & Advisory process.

• With the cues from customer feedback, pro-actively identify opportunities and provide feedback for improvements in all areas including product & service offering, sales process or operations.

• Supporting, contributing, promoting and driving technology initiatives like Internet applications, mobile applications, etc towards promoting customer convenience and service excellence.

Customer Relationship Management

• Take ownership to respond for all customer issues and navigate internally to address issues promptly and/or escalate to relevant authorities promptly.

• To act as a single point of contact for all customers under handling.

Operational Efficiency

• Be responsible for 100% accuracy on the various forms submitted to Operations or to Partners for execution.

• Jointly responsible for the upkeep of the branch aesthetics as per the Corporate Identity guidelines.

Requirements

• Bachelor's Degree or equivalent; preferably in Banking, Insurance & Financial Services.

• Preference will be given to MBAs/Executive MBAs.

• Minimum of 1-2 years of experience in sales and financial products and services.

• CMFAS certified required - M5, M8, M8A, M9, M9A, HI, BCP, PGI.

• Excellent customer focused mindset and strong interpersonal skills.

• Sound knowledge of banking, wealth management and insurance products.

• Strong understanding of financial compliance and regulatory requirements in Singapore.