Relationship Manager

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

Job summary

A leading banking institution in Singapore is seeking a Sales & Advisory professional. This role includes marketing retail banking and investment products, providing advisory services, and ensuring operational efficiency. Candidates should have a Bachelor's Degree, relevant experience in financial sales, and CMFAS certifications. Proficiency in Indian dialects is advantageous, reflecting the bank's customer demographics. Strong interpersonal skills and compliance knowledge are essential for success in this position.

Qualifications

• Bachelor's Degree or equivalent; preferably in Banking, Insurance & Financial Services.
• Preference for MBAs/Executive MBAs.
• Proficiency in Indian dialects (Hindi/Tamil) is advantageous.
• 1-2 years of experience in sales of financial products and services.
• CMFAS certifications 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.

Responsibilities

• Market a range of retail banking and investment products.
• Upsell and cross-sell the Bank's suite of products and services.
• Offer advisory services recommending suitable wealth management products.
• Manage customer issues and ensure prompt resolution.
• Be responsible for 100% accuracy in forms submitted to Operations.
• Support technology initiatives towards customer convenience.

Skills

Sales and advisory

Customer relationship management

Operational efficiency

Regulatory compliance knowledge

Interpersonal skills

Education

Bachelor's Degree or equivalent in Banking, Insurance & Financial Services

MBA/Executive MBA

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 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.

REQUIREMENTS

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

• Preference will be given to MBAs/Executive MBAs.

• Proficiency in Indian dialects (Hindi/ Tamil) will be an added advantage as the role requires frequent interaction with the Indian customers/ stakeholders.

• 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.