AI-generated summary
This job is all about being an Account Manager who connects with small and medium enterprises (SMEs) to fulfill their banking needs. You might like this job because you’ll drive sales, build client relationships, and tailor cash management solutions!
Undisclosed
MY, 90307, Kuala Lumpur
Sales Strategy Client Management People Management Collaboration Compliance Market/Client Update Understand & Act
• Sales & marketing of deposits and FOREX; meet financial and investment needs of SME segments
• Actively drive for deposits on existing to Bank & new to Bank, identify business opportunities and ensure targets allocated met.
• Monitor and execute the action plans in achieving overall deposits target allocated.
• Promote cash management solutions to business clients in the SME segments
• Build pipelines through calls/prospecting potential cash management clients to achieve closures/mandated deals.
• To participate in sales campaigns and other promotional sales events
• Perform cash management solutions presentation to clients based on the initial findings of their needs.
• Prepare proposal and tailor cash management solutions based on client’s needs.
• To ensure high standard of customer service in line with the quality and standards set by the Bank
• Support business partners for joint marketing calls and cross sell / up sell cash management solutions to client
• Work closely with business partners for customer referrals and conduct training to instill product knowledge and to deepen clients’ relationships and customer’s share of wallet – SME & Transaction Banking & A@work
• Ensure completeness of the necessary documentations for account opening and registration and set up for implementation of solutions. To ensure compliance to the policies and procedures set by the Bank
• Obtain market intelligence, establish network and update database of competitor’s offering.
• Collate feedback on any product requirements or any issues to Product & Distribution team.
Comprehensive training and development programs.
Performance-based bonuses and incentives. Health and medical insurance coverage for employees and their dependents.
Commitment to diversity and inclusion.
Last active - few days ago
0 - 10 Years of Experience