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Urgent! Senior Relationship Manager, Premier Banking Position in Kuala Lumpur - RHB

Senior Relationship Manager, Premier Banking



Job description

Senior Relationship Manager, Premier BankingSales 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 andpetitors analysis to Management
  • Job ID JR002370


    Required Skill Profession

    Sales Representatives, Services



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