Premier Relationship Manager at RHB Banking Group

Sialang Muda, North Sumatra, Indonesia -

Full Time

Start Date

Immediate

Expiry Date

15 Mar, 26

Salary

0.0

Posted On

15 Dec, 25

Experience

2 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

Skills

Sales Planning, Customer Acquisition, Investment Advisory, Portfolio Management, Cross Selling, Relationship Building, Communication Skills, Sales Management, Compliance, Financial Planning, Team Collaboration, Customer Retention, Performance Monitoring, Market Analysis, Results Orientation, Interpersonal Skills

Industry

Financial Services

Description

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 Job Requirements: Degree holder Certified Financial Planner certification (CFP) with FIMM, PCE, CEILI and IPPC license. 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 A mantra for our clients, customers, partners and every member of the RHB family. Yes, you. Our employees are one of the reasons we are here today. Dynamic, forward-thinking and progressive, there is a reason why we are an award-winning financial institution. Join us today and be a part of a winning family. At RHB, we take pride in our people and our teams. Great relationships built on trust, a 'leading it right' environment, challenging assignments and a culture of excellence are the pillars to the dynamic and diversified workplace we call home. As we grow towards realising our aspirations, we promise a workplace built on the five pillars – RHB Cares; RHB Leads; RHB Inspires; RHB Progresses; and RHB Rewards.

Responsibilities

The Premier Relationship Manager is responsible for executing sales plans, providing investment and wealth advisory, and maintaining customer relationships. They will also conduct periodic reviews of customer portfolios and identify opportunities for cross-selling and up-selling.