Alliance Bank Malaysia Berhad Job Descriptions Focus on excellent personalized service to PB customers by attending to PB customers various banking transaction needs while resolving problems/complaints within specified TAT Actively identify and pursue sales opportunities by: Expanding and growing new customer base & New Investment Account through referrals from existing PB customers or through personalized service recovery efforts Growing existing relationship AUMs i.e. CASA & Fixed Deposits and ability to acquire new customers Working with Wealth Management Office, Branch Operations, Customer Service Division, Lending Hubs to obtain comprehensive product updates that is exclusive to our affluent customers Identifying cross-sell opportunities among existing PB customers as well as for relationship deepening Promoting product bundles (where applicable) to higher cross-sell penetration and contribute to growth in bank's revenue Actively sourcing for new sales and leads within internal database and cross-referral obtained from Alliance@Work, 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 To actively market and sell consumer products to own portfolio of PB customers Understanding and assessing 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 by: Providing quality customer service. Obtain customers' feedback on sales-related matters and inform Sales Head, Privilege Banking/Cluster Sales Head/Regional Head where appropriate Resolving customers' problems and complaints on sales-related matters and escalate unresolved complaints to SH/CSH/RH and Service Quality for formal reply on an exception basis Ensure turnaround time for wealth products / credit applications and fulfillment processes are within service levels agreed upon. Escalate to SH/CSH/RH when necessary Strictly adhere to contact management & service standards for calls, visit, portfolio review and market research frequency to PB customers Manage portfolio risk exposure for own portfolio of customer's risk exposure by checking and audit. Job Requirements Degree or its equivalent, with at least 5 -7 year sales experience. Experience in the financial-related industry will be an added advantage. Excellent communication and interpersonal skills as well as self-motivated and committed, with a desire to achieve goals and targets through teamwork. Show more Show less