Senior Executive, Business Wealth Management
Alliance Bank Malaysia Berhad
Date: 1 week ago
City: Kuching
Contract type: Full time
Sales Strategy
- Solicit new to bank customer current account opening.
- Actively drive for deposits on new to bank customers, identify business opportunities and ensure targets allocated met.
- Monitor and execute the action plans in achieving overall deposits target & number of new to bank customers allocated.
- Promote cash management solutions (Bizsmart)
- Build pipelines through calls/prospecting potential new to Bank clients to achieve closures/mandated deals.
- To participate in sales campaigns and other promotional sales events
- Perform Partner-in-Sales / 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.
- Prepare Account Opening Form/ set appointment to perform Straight Through Processing of Account Opening
- 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.
- Work closely with business partners for customer referrals to deepen clients’ relationships and customer’s share of wallet.
- 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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