Community Business Assistant Manager / Managers

WhiteCrow

Klang, Selangor
RM 60,000 per year
Permanent
Full-time

1 month ago

About our client:Our client is one of the leading financial services organisations in Malaysia. With a heritage of more than 100 years, they provide comprehensive financial services covering consumer banking, business banking and trade finance, treasury, branch and transaction banking, wealth management, private banking and Islamic financial services.Apart from banking, they are also involved in the provision of insurance and takaful, as well as investment banking, unit trust, fund management and stock broking services.Responsibilities:

Grow the Existing to Bank (ETB) SME base of retail community businesses (Sole Prop, Partnerships, or Sdn Bhds with Annual Sales Turnover (AST) of below RM 50m to grow product holdings and profitability;
Bring in New to Bank (NTB) customers to the branch via community business visitations, roadshows, or other branched based sales activities:
Leads provided by HQ will be a source of acquiring NTB SME customers
The acquisition of NTB customers or profitability growth of ETB customers can be through a variety of products offered:
Merchant services, Deposit accounts, secured loans (HP, Mortgage, OD on FD), and unsecured products (Business Cash Loans), BANCA
Growing ETB CASA balances will be one of the key focus of CBM, requiring the person to be capable of providing after sales support of helping set-up the digital platform for the customers (Connect FIRST) to perform online payment and payroll, which will ease the business transition into the online platform
The CBM must understand SME lending requirement to acquire, evaluate and to submit loan applications for the SME segment;
The CBM must work very closely with the Branch Managers and Area Manager to further develop the segment penetration and profitability growth;
Comply to statutory requirement and sales compliance in relation to FSA, KYC, AMLA and all relevant
Internal policies & procedures and sales compliance.
CBM will continue to be the SME content expert for the branch and be the conduit between HQ and the rest of the sales force;
The CBM will partner the branch manager to collectively grow the SME competency for the SME sales.
Participate and display team work in all aspect of work, projects and assignments, Group Management.

Requirements:

Minimum recognized Degree;
Competency in Microsoft Words, Excel & Outlook;
All other certificate/ licenses for credit/ insurance and Investment Certificate
Min 3 years in sales experience, or;
Minimum 2 years of experience in SME lending (products, evaluation of business viability, basic understanding of company balance sheet and P&L) or min 3 years in sales experience.

WhiteCrow

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