Relationship Manager, Premier Banking
Perakonsitemanager
Posted 3 days ago · via Workday
About this role
Sales Planning & Activities Prepare and proactively execute sales plans for prospective customers sourced from the Bank’s leads (LMS) and self-generated leads. Actively participate and collaborate with other sales personnel at PBC/branch/region levels on sales activities and campaigns for customer acquisition and retention. Provide investment and wealth advisory services to customers, including portfolio management support. Conduct periodic reviews of customers’ investment portfolios to grow Assets Under Management (AUM). Identify and plan cross-selling and up-selling opportunities to increase customers’ PHR and overall revenue. Arrange appointments, conduct sales visitations, prospecting, and maintain ongoing customer engagement.…
What we'd score you on
reqspace match rubricFive dimensions, recruiter-grade. Upload your resume and we'll generate a written explanation of where you fit and where the gaps are.
1
Skills match
We compare your skills against the role requirements.
2
Level fit
This role is manager-level. We check your trajectory against it.
3
Domain experience
Your work in the role's domain matters more than your years total. We weight recent and direct experience.
4
Recency
A skill you used last quarter weighs more than one from five years ago. We grade on recency, not lifetime.
5
Location fit
This role is based in Perak. We weight your proximity and willingness to relocate.
Score yourself on this role.
Free · no card · written explanation included