Wealth Relationship Manager (Johor Bahru)

• Acquire new-to-bank qualified customers by referrals from existing customers
• Upgrade existing customers to qualified customers by using the Bank’s differentiated offering
• Actively participate in marketing activities and engage customers, being the ambassador of the bank to share in the benefits and inviting them to be qualified customers
• Develop programs with local associations or corporates to acquire bulk customer base

Build and Maintain Relationship

• Invite new qualified customers in the first month for meeting to discuss on their needs and financial goals
• Build and maintain close business relationship with the qualified customer to provide value-added banking services and grow existing account balance
• Proactively contact qualified customers based on event trigger by OCRM and latest promotions to understand customer needs and deliver high service standards
• Keep self and qualified customers ...