Relationship Manager - Kuala Lumpur, Malaysia - Hr Plug-In Consultancy

Description

Sales Planning & Activities - Prepare and pro-actively execute sales plans for prospective customers from Bank's leads (LMS) and self-generated leads - Actively participate and collaborate with other sales personnel at PBC/branch/region on sales activities/campaigns for customer acquisition and retention - Prepare and provide investment & wealth financial advisory and assistance to customers for their investment/wealth portfolio management - Periodic review of customers' investment portfolio and increase AUM - Plan and identify cross selling/up selling to increase customers' PHR and revenue - Set appointments, sales visitations, prospecting and engagement with customers Sales Management - Maintain regular contact with existing customers to foster closer relationship and for referrals - Work closely with Centre Manager, Branch Manager and Regional Sales Heads on sales activities, promotion and campaigns - Prepare and monitor sales performance and competitors analysis to Management - Compliance to Bank's policy, procedures and observe sales code of ethics PRIMARY OBJECTIVE - Acquire new to Premier (NTP) customer to achieve sales/revenue/AUM targets assigned by the Bank and contribute towards the overall Premier Banking targets - To promote and professionally sell a range of wealth, investment and banca products to existing and potential customers - Prepare and provide sound advisory on wealth and financial planning - Maintain regular contacts and enhance banking relationship with customers for higher share of customers' wallet - Participate in branch/region/Bank sales activities and campaigns to achieve deliverables.

• Degree holder
• Diploma with minimum 3 years relevant working experience on the fields
• Certified Financial Planner certification (CFP)
• Do take note UT and Banca License (PCEILL/CEILLI) will do if no IPPC license
• Minimum 2 years of sale experience preferably in wealth and banca products with FIs
• Pleasant personality with excellent verbal and written communication skills
• Possess relevant licenses required for the portfolio
• Sales and results oriented
• Good interpersonal and relationship building skills