107 Client Relationships jobs in Selangor

Overview

Customer Relationship Manager at Alliance Bank Malaysia Berhad

Responsibilities

• Focus on excellent personalized service to PB customers by attending to PB customers' banking transaction needs while resolving problems/complaints within specified TAT.
• Actively identify and pursue sales opportunities by expanding and growing new customer base and new Investment Account through referrals from existing PB customers or through personalized service recovery efforts.
• Grow existing relationship AUMs i.e. CASA & Fixed Deposits and ability to acquire new customers.
• Work with Wealth Management Office, Branch Operations, Customer Service Division, Lending Hubs to obtain comprehensive product updates that is exclusive to our affluent customers.
• Identify cross-sell opportunities among existing PB customers as well as for relationship deepening.
• Promote product bundles (where applicable) to higher cross-sell penetration and contribute to growth in bank’s revenue.
• Actively source for new sales and leads within internal database and cross-referral obtained from , SME, Commercial and Corporate Banking and other cross products within GCB.
• Execute sales performance and tracking processes by:
  • Supporting Branch Manager/PB Hub Manager to assist in contributing commendable achievement by ensuring both sales and service performances meet the branch target
  • Compiling and submitting accurate and timely sales reports
• Maintain accurate and updated information by:
  • Keeping abreast with updated product information and market changes
  • Serving as the first line of defense to identify fraudulent & unusual activities, uphold operational compliance
• Portfolio & Relationship Management: Grow customer franchise and contain customer attrition at low rate; constantly grow balances and share of wallet in key products (CASA, FD, Foreign Current Account & Investment Products, Insurance Products) and actively convert existing FD portfolio to revenue-generating products.
• Actively market and sell consumer products to own portfolio of PB customers; understand and assess customers’ requirements and recommend appropriate consumer products; actively cross-selling to Alliance Bank’s customers.
• Referring new non-consumer lending opportunities and completing the referral form to direct to the appropriate lending units (e.g. Commercial and Corporate Banking).
• Build and maintain long-term and profitable relationships.
• Provide quality customer service; obtain customers’ feedback on sales-related matters and inform BM/PB Hub Manager where appropriate; resolve problems and complaints on sales-related matters and escalate unresolved complaints to appropriate managers on an exception basis.
• Ensure turnaround time for wealth products / credit applications and fulfillment processes are within service levels; escalate when necessary; strictly adhere to contact management & service standards for calls, visits, portfolio reviews and market research frequency to PB customers.
• Risk, & Regulatory Management: manage portfolio risk exposure by checking and auditing; ensure zero mis-selling to PB customers and ensure compliance with Alliance Bank’s policies and procedures, Sales Compliance, KYC, AMLA guidelines, 3rd party confidentiality, including credit control procedures, audit compliance and BNM guidelines.

Details

• Seniority level: Entry level
• Employment type: Full-time
• Job function: Customer Relationship / Sales

#J-18808-Ljbffr

• Maintain and deepen relationships with minimum core portfolio of 30 Middle Market/SME clients.
• Actively drive primary sales through acquisition of new Middle Market / SME customers and through new loans to existing clients.
• Carry out account planning with product specialists to identify customers to engage, and products to offer based on their needs.
• Monitor overall customer experience and per-empt or address any process lapses or delays in TAT.
• Ensure customers meet basic credit requirements, and maintain new Non-Performing Loans (NPL) within approved budget.
• Provide the qualitative credit assessment for each application.
• Work closely with Account Managers to prepare credit proposals.
• Vet, sign and deliver Letters of Offer.
  
  

Job Requirements

• Candidate must possess at least a Bachelor's Degree in Finance/Accountancy/Banking, Marketing or equivalent.
• Minimum 3 years of working experience in credit with exposure to credit risk management and commercial including credit processing, evaluation and appraisal is required for this position.
• Possess strong credit writing and analytical skills.
• Required skill(s): Networking, Market knowledge, Financial Analysis, Sales, Proactive, Energetic, Result Oriented and Possess good business acumen.

#J-18808-Ljbffr

Create the future with Affin! You too can make a difference.

We continuously innovate to transform our financial services landscape - making banking better and easier. Join us at AFFIN, where the open minds meet and be inspired by a shared commitment to great work. You too can make a difference.

Accountabilities

• Manages, acquires, grows and deepens High Net Worth customers’ relationships through effective relationship management.
• Provides total financial solutions to High Net Worth customers.
• Conducts financial analysis and recommends strategies to achieve their financial goals by maximizing and protecting their wealth through a range of the bank’s investment and insurance products.
• Serves as the one-point contact to the High Net Worth customers of the Bank.
• Analyzes economic trends, global markets, customer needs and competitive products in order to structure personalised banking offerings.
• Professionally promotes and sells a wide range of wealth products and bancassurance to existing and potential customers.
• Engages in cross selling of other products based on customer needs.
  
  

Requirements

• Manages, acquires, grows and deepens High Net Worth customers’ relationships through effective relationship management.
• Provides total financial solutions to High Net Worth customers.
• Conducts financial analysis and recommends strategies to achieve their financial goals by maximizing and protecting their wealth through a range of the bank’s investment and insurance products.
• Serves as the one-point contact to the High Net Worth customers of the Bank.
• Analyzes economic trends, global markets, customer needs and competitive products in order to structure personalised banking offerings.
• Professionally promotes and sells a wide range of wealth products and bancassurance to existing and potential customers.
• Engages in cross selling of other products based on customer needs.

#J-18808-Ljbffr

1 day ago Be among the first 25 applicants

Direct message the job poster from RHB Banking Group

Recruitment Associate at RHB Banking Group

Responsibilities

• Maintain and deepen relationships with minimum core portfolio of 30 Middle Market/SME clients.
• Actively drive primary sales through acquisition of new Middle Market / SME customers and through new loans to existing clients.
• Carry out account planning with product specialists to identify customers to engage, and products to offer based on their needs.
• Monitor overall customer experience and per-empt or address any process lapses or delays in TAT.
• Ensure customers meet basic credit requirements, and maintain new Non-Performing Loans (NPL) within approved budget.
• Provide the qualitative credit assessment for each application.
• Work closely with Account Managers to prepare credit proposals.
• Vet, sign and deliver Letters of Offer.

Job Requirements

• Candidate must possess at least a Bachelor's Degree in Finance/Accountancy/Banking, Marketing or equivalent.
• Minimum 3 years of working experience in credit with exposure to credit risk management and commercial including credit processing, evaluation and appraisal is required for this position.
• Possess strong credit writing and analytical skills.
• Required skill(s): Networking, Market knowledge, Financial Analysis, Sales, Proactive, Energetic, Result Oriented and Possess good business acumen.

Seniority level

• Seniority level Mid-Senior level

Employment type

• Employment type Full-time

Job function

• Job function Sales and Public Relations
• Industries Financial Services and Banking

Referrals increase your chances of interviewing at RHB Banking Group by 2x

Sign in to set job alerts for “Relationship Manager” roles. Associate Relationship Manager, Priority Banking Cash SME Business Development Manager (EMB China Team) Acquisition Relationship Manager, Priority Banking (Nationwide) 1 Associate/Assistant Manager, Business Development-GEGM Klang BUSINESS DEVELOPMENT MANAGER / EXECUTIVE (AGRICULTURE) Business Development Manager (HUNTER for Contract Logistics) Business Development Manager (HUNTER for Logistics) Business Development Manager (HUNTER for Freight Forwarding)

Kelang, Selangor, Malaysia MYR4,000.00-MYR5,500.00 1 week ago

Kelang, Selangor, Malaysia MYR4,000.00-MYR5,500.00 1 week ago

We’re unlocking community knowledge in a new way. Experts add insights directly into each article, started with the help of AI.

#J-18808-Ljbffr

Create your future with Affin! You too can make a difference.

Join us at AFFIN, where the open minds meet and be inspired by a shared commitment to great work. Here, you don’t just stay at the forefront of the industry – you can make a difference too.

Job Purpose

Account Profitability

• Maximise earnings potential and revenue of relationship.
• Review and monitor performance of accounts.
  
  

Service Management

• Ensure promptness and quality of credit processing.
• Monitor overdue accounts and undertake prompt measures to prevent NPLs.
• Provide customer level information to relevant parties within the Bank.
• Facilitate the drawdown of facilities.
  
  

Client Relationship Management

• Support, identify, solicit and establish a high value client base.
• Accountable for customer relationship and customer interface.
  
  

Operations Management

• Manage proactively a portfolio of SME accounts by monitoring the status and credit risk of each account.
• Coordinate and / or liaise with branches / head office departments to maximize process efficiency and customer satisfaction.
  
  

Additional Responsibilities

• Act as Backup Compliance Coordinator and assume responsibilities as required under BNM’s document policy and Bank’s Anti Money Laundering Guidelines/Manual for the Business Centre (BC).
• Act as the Backup Operational Risk Coordinator for implementation of Operational Risk Management and Methodologies for the BC.
• Champion Operational Risk Management (ORM) activities in the Business Unit.
• Liaise with Group Operational Risk Management (GORM) on ORM activities.
• Responsible to report ALL operational defects (Actual Losses, Potential Losses and Near Miss Events including Shariah Non – Compliance (SNC) events) via Loss Event Database (LED) in timely manner.
• Utilize the Operational Risk (OR) Tools i.e. Risk Control Self-Assessment (RCSA), Key Control Standard (KCS), Key Risk Indicators (KRI) and Scenario Analysis (ScAN) in managing Risk exposure.
• Undertake additional responsibilities assigned by immediate superior as and when required
• Act as the Backup BCP/DRP Coordinator for Business Contingency Plan for the Business Centre (BC).
  
  

Job Requirements

• Degree in Accounting, Finance, Banking, Business, Economics or any similar discipline.
• Experienced in marketing and credit processing.
• Strong command of Bahasa Malaysia and English, both oral and written.
• Good public speaking and presentation skills.
• Overall Bank’s Credit, Operations and Product knowledge.
• Keep abreast with SME issues, policies and trends in the country.
• Basic business acumen and industry knowledge.

#J-18808-Ljbffr

Select how often (in days) to receive an alert: Create Alert

Salary: Dependent on skills and experience

Division: OxfordAQA

Department: AQA - Promotions - SE Asia

About the Role

We are looking for a talented School Relationship Manager to join our Marketing Team who will be serving as the primary contact for key customers. This position will be responsible formanaging relationships, identifying opportunities, and supporting business growth for curriculum and qualifications through solution-led marketing techniques to generate the new business for Oxford AQA.

Key Responsibilities:

Territory Performance & Marketing Strategy

• Responsible for meeting performance targets in the territory, and regularly fielding pipeline to the Area Manager.
• Working with Area Manager to help devise and implement specific strategies to exploit key opportunities and build business across the territory.
• Monitoring market trends and providing regular competitor feedback.

Customer Relationship Management

• Forming the first point of contact for customers across the territory, and employing ongoing prioritisation to ‘triage’ leads, acting as the main point of contact between key clients and internal teams while passing on non-priority list-level impact opportunities to inside functions (Education Support Consultants, Customer Services, PD, etc.), allowing for focus on core responsibilities.
• Support OUP’s presence at important regional events and conferences, identifying opportunities and qualifying leads.

Solution-Based Marketing

• Using solution-led techniques to help OUP UK and OxfordAQA generate new business through high level discussions with school leaders/business owners, strengthening relationships and closing adoptions. Matching whole school issues with whole school solutions, developing a thorough understanding of key clients' needs and requirements and preparing considered solutions.
• Maintaining a high level of competency of Core portfolio and Customer needs.
• Maintains a broad product focus with an ability to confidently link curriculum and assessment to front-list resources.

Data and CRM

• Work with Education Support Consultants and Marketing functions to maintain accuracy and quality of CRM database, drive customer data collection, and promote effective use of data in all promotional campaigns.
• Support the evolution to a data-driven and insight-led culture across the team.

Representation and Compliance

• All compliance guidelines are adhered to and embedded in business processes.
• All 3rd parties understand and adhere to our code of ethical business.
• Media relations are well managed and that no comments are made to the media without the required consultations.
• Adherence to group policies and governance standards.

About You

• Familiarity with international school systems, curricula (e.g., British, IB, or bilingual programs), and the education sector.
• Ability to build and maintain strong relationships with school leaders, educators, and institutional stakeholders.
• Skilled in identifying customer needs and aligning them with appropriate educational solutions.
• Strong verbal and written communication, including the ability to present and engage effectively with senior stakeholders.
• Proficiency in using CRM systems to manage customer data and support marketing campaigns.
• Comfortable representing the organization at conferences, exhibitions, and school visits.
• Understanding of ethical business practices and adherence to corporate policies and governance standards.
• Exposure to business processes and tools that support customer engagement and lead conversion.
• Experience working with marketing, product, and support teams to deliver integrated solutions.
• Additional language proficiency relevant to Southeast Asia is an advantage.

We are committed to supporting diversity in our workforce, and ensuring an inclusive environment where all individuals can thrive. We seek to employ a workforce representative of the markets that we serve and encourage applications from all.

Job Category: Sales & Business Development

#J-18808-Ljbffr

Overview Primarily responsible to manage the relationship of a portfolio of Privilege Banking (PB) customers in their daily transaction and service requests. Resolve PB customers’ issues and advise them accordingly to ensure that the customer service level at branch is upheld at all times.

Perform sales and service related activities for customers i.e. CASA account opening, Fixed Deposit placements/renewals/withdrawals and purchases of investment and insurance products. Through servicing customers, identify customer needs to recommend appropriate product solutions and refer quality sales opportunities to respective businesses.

Drive referrals of products such as AOA, PL and Mortgage in accordance to the needs of clients.

Responsibilities

Manage the relationship of a portfolio of Privilege Banking (PB) customers in daily transactions and service requests, resolving issues and advising clients to maintain branch service quality.

Perform sales and service activities for customers including CASA account opening, Fixed Deposit placements, renewals, withdrawals, and purchase of investment and insurance products. Identify customer needs to recommend solutions and refer quality sales opportunities to the respective businesses.

Drive referrals of products (e.g., AOA, PL, Mortgage) aligned with client needs.

Expand and grow new customer base and new Investment Accounts through referrals from existing PB customers or through personalized service recovery efforts.

Grow existing relationship assets under management (AUMs) such as CASA and Fixed Deposits and acquire new customers; identify cross-sell opportunities among PB customers and for relationship deepening.

Collaborate with Wealth Management Office, Branch Operations, Customer Service Division, Lending Hubs to obtain product updates exclusive to affluent customers.

Promote product bundles where applicable to increase cross-sell penetration and contribute to revenue growth.

Source for new sales and leads within internal databases and cross-referrals from , SME, Commercial and Corporate Banking, and other cross-products within GCB.

Execute sales performance and tracking processes: support Branch Manager/PB Hub Manager in achieving sales and service targets, compile and submit accurate sales reports.

Maintain accurate and updated information: stay informed about product details and market changes; act as first line of defense to identify fraudulent or unusual activities and uphold compliance.

Portfolio & Relationship Management: grow customer franchise, contain attrition, increase balances and share of wallet in key products (CASA, FD, foreign current accounts, investment products, and insurance products); actively convert existing FD portfolios to revenue-generating products.

Actively market and sell consumer products to own PB portfolio; assess customer requirements and recommend appropriate consumer products; cross-sell to Alliance Bank’s customers; refer non-consumer lending opportunities to the appropriate lending units.

Build and maintain long-term, profitable relationships: provide quality customer service, gather customer feedback, resolve problems, and escalate unresolved complaints as appropriate; ensure timely processing of wealth products and credit applications within service levels; adhere to contact management and service standards for calls, visits, portfolio reviews, and market research frequency.

People Management: engage with stakeholders and work as a team player; participate in daily/weekly sales briefings; project a professional image through high standards of housekeeping and grooming.

Risk & Regulatory Management: manage portfolio risk exposure, ensure zero mis-selling, maintain compliance with policies and procedures, KYC, AMLA guidelines, data confidentiality, credit control, audit, and applicable regulatory guidelines.

Note:

Job descriptions are subject to change at the discretion of the Management.

Seniority level

Entry level

Employment type

Full-time

Job function

Sales and Business Development

Industries

Banking

#J-18808-Ljbffr

Maintain and deepen relationships with minimum core portfolio of 30 Middle Market/SME clients. Actively drive primary sales through acquisition of new Middle Market / SME customers and through new loans to existing clients. Carry out account planning with product specialists to identify customers to engage, and products to offer based on their needs. Monitor overall customer experience and per-empt or address any process lapses or delays in TAT. Ensure customers meet basic credit requirements, and maintain new Non-Performing Loans (NPL) within approved budget. Provide the qualitative credit assessment for each application. Work closely with Account Managers to prepare credit proposals. Vet, sign and deliver Letters of Offer.

Job Requirements

Candidate must possess at least a Bachelor's Degree in Finance/Accountancy/Banking, Marketing or equivalent. Minimum 3 years of working experience in credit with exposure to credit risk management and commercial including credit processing, evaluation and appraisal is required for this position. Possess strong credit writing and analytical skills. Required skill(s): Networking, Market knowledge, Financial Analysis, Sales, Proactive, Energetic, Result Oriented and Possess good business acumen.

#J-18808-Ljbffr

Select how often (in days) to receive an alert: Create Alert Salary: Dependent on skills and experience Division: OxfordAQA Department: AQA - Promotions - SE Asia About the Role We are looking for a talented School Relationship Manager to join our Marketing Team who will be serving as the primary contact for key customers. This position will be responsible formanaging relationships, identifying opportunities, and supporting business growth for curriculum and qualifications through solution-led marketing techniques to generate the new business for Oxford AQA. Key Responsibilities: Territory Performance & Marketing Strategy Responsible for meeting performance targets in the territory, and regularly fielding pipeline to the Area Manager. Working with Area Manager to help devise and implement specific strategies to exploit key opportunities and build business across the territory. Monitoring market trends and providing regular competitor feedback. Customer Relationship Management Forming the first point of contact for customers across the territory, and employing ongoing prioritisation to ‘triage’ leads, acting as the main point of contact between key clients and internal teams while passing on non-priority list-level impact opportunities to inside functions (Education Support Consultants, Customer Services, PD, etc.), allowing for focus on core responsibilities. Support OUP’s presence at important regional events and conferences, identifying opportunities and qualifying leads. Solution-Based Marketing Using solution-led techniques to help OUP UK and OxfordAQA generate new business through high level discussions with school leaders/business owners, strengthening relationships and closing adoptions. Matching whole school issues with whole school solutions, developing a thorough understanding of key clients' needs and requirements and preparing considered solutions. Maintaining a high level of competency of Core portfolio and Customer needs. Maintains a broad product focus with an ability to confidently link curriculum and assessment to front-list resources. Data and CRM Work with Education Support Consultants and Marketing functions to maintain accuracy and quality of CRM database, drive customer data collection, and promote effective use of data in all promotional campaigns. Support the evolution to a data-driven and insight-led culture across the team. Representation and Compliance All compliance guidelines are adhered to and embedded in business processes. All 3rd parties understand and adhere to our code of ethical business. Media relations are well managed and that no comments are made to the media without the required consultations. Adherence to group policies and governance standards. About You Familiarity with international school systems, curricula (e.g., British, IB, or bilingual programs), and the education sector. Ability to build and maintain strong relationships with school leaders, educators, and institutional stakeholders. Skilled in identifying customer needs and aligning them with appropriate educational solutions. Strong verbal and written communication, including the ability to present and engage effectively with senior stakeholders. Proficiency in using CRM systems to manage customer data and support marketing campaigns. Comfortable representing the organization at conferences, exhibitions, and school visits. Understanding of ethical business practices and adherence to corporate policies and governance standards. Exposure to business processes and tools that support customer engagement and lead conversion. Experience working with marketing, product, and support teams to deliver integrated solutions. Additional language proficiency relevant to Southeast Asia is an advantage. We are committed to supporting diversity in our workforce, and ensuring an inclusive environment where all individuals can thrive. We seek to employ a workforce representative of the markets that we serve and encourage applications from all. Job Category: Sales & Business Development

#J-18808-Ljbffr