Preferred Relationship Manager, Jalan Cheras Taman Connaught Branch MY

Job Description :

Key Responsibilities:

• Acquire and manage customer relationships by providing financial planning advice in a sales oriented environment.
• Manage customer relationships to increase share of wallet under the Farmer concept.
• Provide financial planning advice to customers - focusing on Wealth Management Products.
• Take initiative and run activities to source leads.
• Keep abreast of customers need and market trends and competitors programme offers and activities for targeted customers regularly.
• Liaise with customers and convert leads to sales.

Job Requirements:

• Degree / Diploma holders in any discipline.
• Minimum 2 3 years of working experience in a branch sales environment.
• Possess the compulsory licenses such as IPPC,FIMM, PCE, CEILLI,TBE, etc.
• Result oriented, passionate with marketing and willing to adopt to new things.
• Ability to work independently with minimum supervision.
• Ability to deliver high quality customer service to external and internal customers.
• Possess good interpersonal skills and able to actively interact with all levels of customers.

Kindly be informed that only shortlisted candidates will be notified.