Relationship Manager

SBI Singapore; Singapore; On-site; SGD 60,000 - 80,000; Full time

Job summary

A leading banking institution in Singapore is seeking an experienced Sales & Advisory professional to market a range of retail banking and investment products. The ideal candidate will have a Bachelor's degree, CMFAS certification, and experience in sales and financial services. Responsibilities include upselling products, advising clients, and managing customer relationships. A customer-focused mindset and familiarity with financial compliance are essential. This role offers a competitive salary with performance-based commission and professional growth opportunities.

Benefits

Competitive salary with performance-based commission

Continuous learning and professional growth opportunities

Comprehensive medical coverage

Birthday Vouchers

Employee engagement activities

Qualifications

• Minimum of 1-2 years of experience in sales and financial products.
• Proficiency in Hindi or Tamil is an advantage for client interactions.
• Must be familiar with Singapore Banking & Financial services.

Responsibilities

• Market a range of retail banking and investment products.
• Proactively identify opportunities based on customer feedback.
• Take ownership to respond to all customer issues promptly.

Skills

Customer focused mindset

Interpersonal skills

Knowledge of banking products

Financial compliance understanding

Education

Bachelor's Degree in Banking or related fields

Tools

CMFAS certified (M5, M8, M8A, M9, M9A, HI, BCP, PGI)

Job description

Sponsorship of work visa is not applicable for this role

About SBI Singapore

State Bank of India (SBI) a Fortune 500 company, is an Indian Multinational, Public Sector Banking and Financial services statutory body headquartered in Mumbai. The rich heritage and legacy of over 200 years, accredits SBI as the most trusted Bank. SBI Singapore (SBIS) has 5 retail branches, 19 SBIS ATMs and over 200 ATMs via the shared island wide ATM5 network. SBIS has a suite of retail banking products which complement its existing corporate banking products thus enabling us to service both individual and corporate customers. In Commercial and wholesale banking, our areas of operation include ASEAN, South East Asia and South Asia. SBIS leverages on its extensive international network of branches to offer a wide range of Import/Export Trade Finance Services, in both Singapore Dollar and foreign currencies to facilitate the business needs of customers. The Bank’s Merchant Banking Department provides a full suite of financing, arranging and advisory solutions from term-lending to products across the equity and Merchant Banking.

About the Role:

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.
• 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 escape 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.

You will need to have:

• Bachelor's Degree or equivalent; preferably in Banking, Insurance & Financial Services
• Proficiency in Hindi or Tamil is an advantage as the role requires frequent interaction with Hindi and Tamil speaking clients.
• 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.
• MUST be familiar with Singapore Banking & Financial services.

In exchange for your input, you can expect to receive:

• Competitive salary with performance-based commission.
• Continuous learning and professional growth opportunities.
• Comprehensive medical coverage.
• Birthday Vouchers.
• Employee engagement activities.