Manager, Business Wealth Management - Klang Valley
Alliance Bank Malaysia Berhad
Date: 3 weeks ago
City: Klang
Contract type: Full time
Alliance Bank Malaysia Berhad Job Responsibilities
Sales Strategy
Sales Strategy
- 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.
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