Account Relationship Manager

Alliance Bank Malaysia Berhad

Date: 4 hours ago

City: Batu Pahat

Contract type: Full time

Job Responsibilities

Business and Sales & Marketing Management:
To achieve given individual as well as STC’s sales and marketing target
To aggressively market & identify new business opportunities & customer acquisition
Establish networking aggressively within branches and broking firms:
Conduct regular briefing and courtesy visit to branches to ensure branch sales staffs are aware of STC’s staff and Share Trading Center, and encourage cross-selling of Stockbanking product aggressively
Conduct formal visit and briefing to stock broking firms to establish close counterpart relationship, as well as creating brand awareness
Conduct regular visit to staffs of SME banking and Wholesale banking to ensure staffs are aware of STC’s staff and Share Trading Center, and encourage cross-selling of Stockbanking product aggressively
Coordinate the competitors analysis and their latest package
To create brand awareness by ensuring all communications are aligned with branding guidelines
Cross selling:
Cross sell ( by referrals ) other bank’s products ie: CASA, Credit Card, Mortgage, Privilege Banking etc to ensure customer’s banking interest are well taken care

STC Operational & Service Quality Management

Opening of account

To know the customer background well, ensure customer risk profile are fully complied
To ensure applications are processed within the turnaround time
To witness the acceptance of legal documents

Handling of dealing:

Execute order carefully & precisely
Confirm order to customer immediately, and / or by end of the day
Report any trade error / irregular transactions to immediate supervisor immediately

Handling of account / account maintenance:

Notify customer on any margin call, force selling, excesses
Notify customer on any corporate exercises (right issue, warrant expiry, general offer, capital reduction, share split etc)
Attend to customer’s request (cash/FD/Share withdrawal, increase/reduce limit, conversion of warrant, call-warrant, loan-stock etc)
Monitor share prices for clients & client’s order
To provide market update to client
To execute operational activities according to Dealing Manual developed and approved by the bank
To execute operational activities according to Group and Bank standards and regulatory requirements with the objective of meeting audit standards

Skills

JOB REQUIREMENTS

Results focused, with a track record of achievement
Sales oriented
Excellent interpersonal and effective communication skills
Excellent team player & self-motivator who is proactive
Strong analytical and problem solving skills with the ability to adapt to fast changes
Willing to learn
Willing to travel
Matured, trustworthy and hardworking
Exceptional & extraordinary quality customer service – able to keep customer happy and satisfied.KNOWLEDGE & INTEREST
Keen interest in the stock market and share investment
Basic knowledge of equities industryQUALIFICATION & EXPERIENCE
A basic degree in Economics / Business Management / Accounting / Finance or any related qualification.
Preferably with exempt dealer representative license
Preferably with 2 years experience in similar areas ie dealing, sales and marketing of share margin, or any consumer banking products

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