Treasures Relationship Manager

Treasures Relationship Manager

jakarta Raya Indonesia
2-5 years
Not Specified

Job Description

Requirements & Responsibilities:
·At least 2 years of experience in sales with 1year at TRM level
·Experience in the banking and finance industrywould be an advantage
·Sound understanding in banking productsespecially Bancassurance, Investment and Treasury products
·Possess relevant certification in various wealthmanagement products would be an advantage
·Highly driven, self-motivated, able to workunder pressure, organized and good time management·Strong communication, interpersonal, and sellingskills·Goodunderstanding in applying principle of Know Your Customer (KYC) and Anti MoneyLaundering (AML)
·Good written and verbal English
·Able to operate computer and run MicrosoftOffice applications
·To meet targets sets, which include achievingindividual revenue target, increasing number of customers and AUM
·To achieve world class excellence customerservice by providing distinctive wealth management products to customers
·Develop action plan to achieve and exceedrevenue / new customer acquisition targets set for the year
·Acquire new customers and constantlymaintain/upgrade existing customers%27 portfolio. Work closely with TFO toachieve targets set.
·Provide excellent service to customers (bothexisting and potential) by keeping close relationship and managing theirinvestment portfolio, e.g. conduct regular meetings to assess customers’banking needs to maximize cross selling opportunities to market bank%27s productsand service.
·Implement sales process frame work, ensurecustomers fully understood the offered product and ensure customers%27 investmentprofile suit the product so that there are no miss selling incident
·Ensure customer complaint are handled properlyand timely
·Be updated on competitors%27 offerings onregular basis

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