Relationship manager

As part of its strategic expansion in Regional, a customer-focus financial institution engaged in Risk Control and Wealth Aspects seeks an exceptional, high calibre and dynamic candidate to join them as the Relationship Manager


The client emphasized in providing highly personalized and quality services to their customers. They focus in rewarding the exemplary contributors and aiding to develop their skills and mindset. This is a challenging role which will determine their career path. This include sales performance, channel management, customer satisfaction, and given strategic objectives.


Responsibilities:

Acting as principal gateway between the company and the customers, engaging the business relationship on behalf of needs planning, including reviewing of the client’s portfolio, ensuring a smooth work flow of financial process and sourcing of new businesses potential.
Being accountable for the daily sales activities, monitoring of submitted proposals.
Working with the customers to shape up a portfolio to meet their objectives in line with the proposed or agreed financial strategies and architectures.
Takes responsibility for quality standards, policies and internal processes.
Takes ownership for customers management in providing an overall customer service experience
Required Skills & Knowledge

Comprehensive knowledge of the banking services and products specialized in frontline approach.
A strong business acumen and financial background.
At least 1 year of sales experience will have a higher advantage
Confident, Analytical, Determined and Discipline character with a winning mindset
Must be able to sell the benefits of planning approaches and have good presentation skills.
To apply, please email your CV to viviantan@risebowl.com quoting FS081024/FSD/RM1