Relationship Manager

JP TALENT ACQUISITION PRIVATE LIMITED

Singapore

On-site

SGD 60,000 - 120,000

Full time

2 days ago

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Job summary

JP Talent Acquisition Private Limited in Singapore is seeking a client acquisition and relationship management professional to maximize new business opportunities and deepen relationships with Priority Clients.

You will conduct professional financial analyses and profiling sessions, provide market updates on local and international banking products, and collaborate with the PB/branch team to plan monthly targets for sales growth and client acquisition.

Qualifications

RNF & CFMAS Certificates

Responsibilities

To conduct a professional, consultative financial analysis and profiling session with customers to meet their financial needs/objectives.
To foster and deepen customer relationships by providing regular market information updates and trend analysis on local and international financial products.
In consultation with the PB team manager/ branch manager/ PTL, draw up monthly plans for achieving/exceeding sales targets to meet new business and customer acquisition goals
To participate in marketing and promotional activities for customer acquisition.
To source and call on individual prospects
To provide quality, efficient after-sales services
To manage anti-attrition and retention of clients
To organise and conduct sales presentations to groups, clubs, associations, companies and other organisations.
To solicit referrals from other parts of SCB eg. RMs from C&I, staff, etc.
To comply with all applicable money laundering prevention procedures and in particular, report any suspicious activity to the Transaction Monitoring Unit.
To ensure compliance with all regulations and controls as set by the Bank and external regulatory authorities.

Skills

Client Acquisition Experience

Account Management Experience

Banking product knowledge

Job description

About the job

The purpose of the role is to maximize new business/acquisition/referral opportunities and deepening existing customer relationships to the specified service standards for the Priority Clients segment

Key Responsibilities

To conduct a professional, consultative financial analysis and profiling session with customers to meet their financial needs/objectives.

To foster and deepen customer relationships by providing regular market information updates and trend analysis on local and international financial products.

In consultation with the PB team manager/ branch manager/ PTL, draw up monthly plans for achieving/exceeding sales targets to meet new business and customer acquisition goals

To participate in marketing and promotional activities for customer acquisition.

To source and call on individual prospects

To provide quality, efficient after-sales services

To manage anti-attrition and retention of clients

To organise and conduct sales presentations to groups, clubs, associations, companies and other organisations.

To solicit referrals from other parts of SCB eg. RMs from C&I, staff, etc.

To comply with all applicable money laundering prevention procedures and in particular, report any suspicious activity to the Transaction Monitoring Unit.