Relationship Mgr

The purpose of the role is to maximize new business/acquisition/referral opportunities and deepen existing customer relationships to the specified service standards for the Priority Clients segment.

• To conduct a professional, consultative financial analysis and profiling session with customers to meet their financial needs/objectives.
• To foster and deepen customer relationships by providing regular market information updates and trend analysis on local and international financial products.
• In consultation with the PB team manager/branch manager/PTL, draw up monthly plans for achieving/exceeding sales targets to meet new business and customer acquisition goals.
• To participate in marketing and promotional activities for customer acquisition.
• To source and call on individual prospects.
• To provide quality, efficient after-sales services.
• To manage anti-attrition and retention of cli...