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JOB PURPOSE

Achieve assigned KPIs and wealth targets through proactive sales activities such as acquiring new customers, deepening existing relationships, and cross-selling wealth solutions like Bancassurance/Takaful and cash management. It involves growing deposits and fee-based income, enhancing customer stickiness, and consistently analyzing portfolios to identify upselling opportunities. Building and maintaining strong customer relationships to ensure satisfaction and a positive experience is key.

JOB RESPONSIBILITIES

Assist Team Lead & Head, Business Wealth Sales in:

Sales Management

• Responsible for the overall sales activities of acquiring new customers and retaining existing assigned high-value non-borrowing & borrowing business customers by:

1) Achieving the assigned deposit growth and fee-based income target

2) Aggressively cross-selling Enterprise Banking wealth solution, cash

management solutions and other banking solutions.

3) Reaching out to potential business sectors and generate sustainable

and quality inflow of potential leads.

• Work closely with the team leads to engages relevant stakeholders in all marketing, business and promotional activities in ensuring effective and quality sales and service standard.

• Manage sales processes to ensure compliance to Bank prescribed level of service standards.

• Provide support and assistance to other Departments/Divisions within the Bank with matters relating to the assigned segment.

• Ensure timely submission of sales performance related report.

• Maintains high compliance and sales discipline benchmark in accordance to Bank’s and regulatory guidelines.

Client Relationship Management

• Conduct regular visits and meetings with top customers of the assigned customer base to enhance banker-customer relationship ultimately to ensure better service quality.

• Contributes suggestions on customer retention strategies and programs.

• Participates in all product development and customer engagement activities for cash management and business wealth for the targeted segment.

• Attend to all customer-related feedback in ensuring prompt service recovery if any.

• Undertake additional responsibilities assigned by immediate superior when required.

JOB REQUIREMENTS

• Education qualification: Diploma/ Degree holder

• More than 2 years’ experience as relationship manager. Proven good performance track records

• Outgoing personality won’t be shy to meet new clients and existing to bank clients

• Aggressive and performance driven personality

• Able to work independently and travel domestically

• Preferably to be able to converse in multilanguage/ dialects

• Possess following mandated insurance license by the division:

a) PCEIA Life & General
b) Family & General Takaful
c) CEILI
d) IPPC & FIMM (as and when required by the Division)