Embracing data to gain insights into customers; especially in understanding customers (current / evolving) financial needs
Rapidly establish trust with customers to understand the state of customers' business and identifying financial needs
Build on the trust to communicate and provide consultation to meet customers' financial needs
Actively feedback, participate or drive creation of new and competitive propositions to address customers' financial needs and capture these opportunities
Actively feedback, participate or driving robust systematic tracking of results
Own 360 relationship with the customer - actively feedback and contribute through designing great customer experiences to ensure customer satisfaction beyond sales
Identify opportunities for x-sell, upsell and forward sell to continuously address customers financial needs
Keen to learn and open to experiment on new ways of working; not necessarily via F2F meetings but through virtual tools and interactions
Be familiar with competition to be able to stay ahead of them
10 years + experience (for Digital RM) or 3-5 years' experience for Assistant DRM
Experience as a Relationship Mgr, Sales Mgr or CSO in bank or financial organization is preferred
Experience in any service role in a bank or financial organization is a plus
Experience in managing corporate customer or complex needs is a plus
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