Branch Relationship Manager

[401667]
Responsibilities:

• Build and maintain strong relationships with new and existing clients.
• Understand clients’ financial needs and objectives to provide personalized banking solutions.
• Act as the main point of contact for clients, ensuring their needs are met in a timely and efficient manner.
• Ensure high levels of customer satisfaction by providing ongoing support and addressing concerns.
• Identify and pursue new business opportunities to grow the client portfolio.
• Meet or exceed sales targets by cross-selling and up-selling banking products and services.
• Proactively engage in business development activities to acquire new clients and deepen relationships with existing ones.
• Promote and offer financial products such as loans, credit cards, mortgages, and investment solutions.
• Conduct financial assessments and provide tailored solutions based on clients’ financial goals and circumstances.
• Advise clients on financial planning, investment options, and risk management.
• Provide regular updates to clients on market trends, interest rates, and new financial products.
• Ensure all banking transactions comply with regulatory requirements and internal policies.
• Identify potential risks within client portfolios and provide appropriate risk management strategies.
• Maintain accurate records of client interactions and financial transactions.:
• Collaborate with internal teams such as product specialists, credit officers, and operations to deliver comprehensive solutions to clients.
• Work with colleagues to ensure smooth execution of client transactions and requests.
• Maintain accurate and up-to-date client records, including financial data and interactions.
• Prepare and submit regular reports on sales performance, portfolio growth, and client activity.
• Ensure all documentation is complete and compliant with bank policies.

Requirements:

• Degree Holder.
• At least 1 year of sales experience in a related field.

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EA Personnel Name: Sandy Ng Mei Qi
EA Personnel Registration Number: R24125475
EA License No.: 07C5771