Relationship Manager, Premier Banking (1008418) - RHB Bank - 1035480648 | JobStreet JobStreet Login For employers Job search MyJobStreet Company profiles Career advice New Relationship Manager, Premier Banking (1008418)
RHB Bank Melaka Posted on 21-Apr-23 Apply Now Apply Now Relationship Manager, Premier Banking (1008418)
RHB Bank Apply Now Job Description

Description

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

Bachelor Degree - .

- Certified Financial Planner (CFP) – non mandatory
• 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 skill

Benefits

Dental, Education support, Miscellaneous allowance, Medical, Loans, Sports (e.g. Gym), Parking, Vision, Regular hours, Mondays - Fridays, Casual Business Wear, Performance Based Rewards
- Additional Information
Career Level Not Specified Qualification Not Specified Job Type Full-Time Job Specializations Sales/Marketing , Sales - Financial Services Company Overview
The RHB Banking Group is the fourth largest fully integrated financial services group in Malaysia. The Group’s core businesses are streamlined into seven main business pillars, namely Group Retail Banking, Group Business & Transaction Banking, Group Wholesale Banking, Singapore Business Operations, Group Shariah Business, Group International Business and Group Insurance. Group Wholesale Banking comprises Corporate Banking, Investment Banking, Client Coverage, Group Treasury & Global Markets, Asset Management and Private Equity. All the seven business pillars are offered through the Group’s main subsidiaries, RHB Investment Bank Berhad, RHB Islamic Bank Berhad and RHB Insurance Berhad, while its asset management and unit trust businesses are undertaken by RHB Asset Management Sdn. Bhd. and RHB Islamic International Asset Management Berhad. The Group’s regional presence now spans ten countries including Malaysia, Singapore, Indonesia, Thailand, Brunei, Cambodia, Hong Kong, Vietnam, Lao PDR and Myanmar. It is RHB Banking Group’s aspiration to continue to deliver superior customer experience and shareholder value; and to be recognised as a Leading Multinational Financial Services Group. Additional Company Information
Registration No. 6171-M Company Size More than 5000 Employees Average Processing Time 23 days Industry Banking / Financial Services Benefits & Others Dental, Education support, Miscellaneous allowance, Medical, Loans, Sports (e.g. Gym), Parking, Vision, Regular hours, Mondays - Fridays, Formal (e.g. Shirts + Ties), Performance Incentive Scheme More jobs from this employer Be careful
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