Relationship Manager Premier Banking (Remote)

PRIMARY OBJECTIVE

• Acquire new to Premier (NTP) customer to achieve sales/revenue/AUM...
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  Relationship Manager Premier Banking | RHB Banking Group | Malaysia

  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

  KEY RESPONSIBILITIES

  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

  REQUIREMENTS:

  • Degree holder
  • Certified Financial Planner certification (CFP)
  • Possess required Licensing i.e., PCE, CEILI, IPPC, FIMM
  • 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

  HIRING BRANCH:

  1.Klang Valley North (KVN)

  • Kepong Branch
  • Setapak Branch
  • 53&55 Pasar Borong Selayang Branch
  • KLCC Branch*
  • Kuala Lumpur Main Branch
  • 37&38 Jln Memanda 7 Ampang Point Branch
  • Jalan Bukit Bintang Branch
  • Jalan Pasar Branch
  • Plaza OSK Branch
  • Kampung Baru Sungai Buloh Branch
  • Dataran Wangsa Melawati Branch

  2.Klang Valley South (KVS)

  • New Town Petaling Jaya Branch
  • Seri Kembangan Branch
  • Section 14 Branch
  • Jln SS21/39 Damansara Utama Branch
  • Sungai Way Subang Branch*
  • Bandar Mahkota Cheras Branch*

  3.Klang Valley West (KVW)

  • 11,13 & 15 Jln Niaga Shah Alam Branch*
  • IOI Boulevard Branch
  • Bandar Baru Klang Branch
  • Bahau Branch
  • Jalan Stesen Kelang Branch
  • Bandar Bukit Tinggi Branch
  • Kota Kemuning Shah Alam Branch

  4.Northern Region

  • Jalan Tunku Ibrahim Alor Setar Branch*
  • 2784 & 2785 Jln Chain Ferry Prai Branch
  • Jalan Bakar Arang Sungai Petani Branch*
  • Jelutong Branch
  • Mergong Alor Setar Branch*
  • Taman Pekan Baru Sungai Petani Branch
  • Padang Serai Branch
  • Tanjung Tokong Branch

  5.Perak Region

  • Jalan Tun Sambanthan Ipoh Branch
  • Gopeng Branch
  • Gunung Rapat Branch
  • Ipoh Garden Branch
  • SOHO Ipoh Branch
  • Simpang Empat Hutan Melintang Branch
  • Sitiawan Branch

  6.Sabah Region

  • Jalan Tun Mustapha Labuan Branch
  • Wisma Khoo Sandakan Branch

  7.Sarawak Region

  • Jalan Nakhoda Gampar Miri Branch
  • 31 Jalan Tuanku Osman Sibu Branch
  • Bintulu Paragon Branch
  • Jalan Kulas Kuching Branch
  • Simpang Tiga Kuching Branch
  • Boulevard Centre Miri Branch
  • Batu kawah
  • matang jaya
  • kulas kuching

  8.Southern Region

  • Kulai Branch*
  • Taman Sentosa Branch
  • Jalan Hang Tuah Melaka Branch
  • Permas Jaya Branch
  • Segamat Branch*
  • 9 Jalan Abdullah Muar Branch
  • Pontian Kechil Branch
  • Yong Peng Branch
  • Melaka Raya Branch
  • Taman Mount Austin Branch
  • Taman Nusa Bestari Branch

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  Tagged as: remote, remote job, virtual, Virtual Job, virtual position, Work at Home, work from home