
Sales Relationship Manager
1 day ago
- Handle customer service inquiries, account openings, and grievances while promoting liability products and educating clients on their features.
- Provide quality advice to customers based on their needs and supervisor's guidelines.
- Efficiently manage customer service requests while meeting sales targets for bank and investment products.
- Cross-sell assets and enhance customer value through strategic product offerings.
- Support relationship managers handling high-net-worth client relationships.
- Maintain low attrition rates and acquire new customers through referrals from existing clients.
Requirements:
- Graduates with 1-3 years of experience and at least 1 year of relevant experience in financial services or banking.
- A balanced blend of customer service and sales skills; if not equal, sales orientation is acceptable.
- Candidates with experience in customer service and sales from financial services (e.g., MFund, securities houses) can be considered.
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