Preferred Relationship Manager, Prima Tanjung Penang Branch MY

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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.