Preferred Relationship Manager, Prima Tanjung Penang Branch MY

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Job Description

Key Responsibilities:

• Acquire and manage customer relationships by providing financial planning advice in a sales oriented environment.


• Manage customer relationships to increase share of wallet under the "Farmer" concept.


• Provide financial planning advice to customers - focusing on Wealth Management Products.


• Take initiative and run activities to source leads.


• Keep abreast of customers' need and market trends and competitors' programme offers and activities for targeted customers regularly.


• Liaise with customers and convert leads to sales.

 Job Requirements:

• Degree / Diploma holders in any discipline.


• Minimum 2 – 3 years of working experience in a branch sales environment.


• Possess the compulsory licenses such as IPPC, FIMM, PCE, CEILLI, TBE, etc.


• Result oriented, passionate with marketing and willing to adopt to new things.


• Ability to work independently with minimum supervision.


• Ability to deliver high quality customer service to external and internal customers.


• Possess good interpersonal skills and able to actively interact with all levels of customers.