Joining us as a UTC enables you to contribute towards the betterment of your investors’ financial future. Take pride in this noble career by empowering lives one at a time.
Analyzes clients' financial situations and risk tolerance to create suitable unit trust investment plans
Build diversified portfolios and provide continous financial advice and portfolio monitoring
Conduct customer profitability analysis and account strategy formulation with the help of product specialists, as required, for both existing and potential clients. Execute the account strategy plan including cross-selling activities or phase-out activities.
Be the first-line primary contact person for the customer on all queries relating to credit, deposits and other products and services including on operational issues.
To develop and maintain professional customer relationships with key decision makers (viz. CEO, CFO, Head of Treasury, Head of HR etc).
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Conduct customer profitability analysis and account strategy formulation with the help of product specialists, as required, for both existing and potential clients. Execute the account strategy plan including cross-selling activities or phase-out activities.
Be the first-line primary contact person for the customer on all queries relating to credit, deposits and other products and services including on operational issues.
To develop and maintain professional customer relationships with key decision makers (viz. CEO, CFO, Head of Treasury, Head of HR etc).
...
Conduct customer profitability analysis and account strategy formulation with the help of product specialists, as required, for both existing and potential clients. Execute the account strategy plan including cross-selling activities or phase-out activities.
Be the first-line primary contact person for the customer on all queries relating to credit, deposits and other products and services including on operational issues.
To develop and maintain professional customer relationships with key decision makers (viz. CEO, CFO, Head of Treasury, Head of HR etc).
...
Manage a portfolio of existing Commercial Banking Account relationship in order to grow both funded income and non–funded income.
Manage a portfolio of accounts in order to provide value – added banking advice and customized financial solutions in order to optimize revenue generation from the portfolio.
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Manage a portfolio of existing Commercial Banking Account relationship in order to grow both funded income and non–funded income.
Manage a portfolio of accounts in order to provide value – added banking advice and customized financial solutions in order to optimize revenue generation from the portfolio.
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Meet targets by soliciting new-to-bank and aggressive cross selling to existing customer base with focus on cross selling, increasing existing customers profitability via deposits growth.
To build and maintain profitable business relationships with business customers by increasing penetration of cash management solutions.
To use multiple prospecting methods to generate leads, set up sales meetings and pitch appropriate cash management solutions to prospects.
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To drive business growth, increase market share and the team/ Bank's profitability via continuously identifying opportunities and provide solutions to meet the customers' needs through cross-selling of AmBank Group's whole suite of products and services.
Achieve the agreed budget/targets in total revenue, fee income, PBT, ROE for the team.
Market and manage key client relationships on a consultative approach by understanding the clients' business and financing requirements.
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Account Monitoring (MIAs) – To assist the RM in issuing reminders / follow-up letters.
To issue Letter of Support relating to tendering of projects/ contracts and letters to Facility Agent and any other correspondences in relation to accounts handled.
To compile relevant documents and reports for annual audit purpose (For Internal Auditor on yearly basis).
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Conduct customer profitability analysis and account strategy formulation with the help of product specialists, as required, for both existing and potential clients. Execute the account strategy plan including cross-selling activities or phase-out activities.
Be the first-line primary contact person for the customer on all queries relating to credit, deposits and other products and services including on operational issues.
To develop and maintain professional customer relationships with key decision makers (viz. CEO, CFO, Head of Treasury, Head of HR etc).
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Administrative and Operation of Customer and/or Agent Service Section, attending to New Business, Customer Service, Life & Health Claims enquiries and requests timely and accurately.
To promote excellent service experience by providing effective and prompt update for cases referred.
To increase Company’s “e-Platform” adoption rate that is in line with organization’s direction towards digitalization.
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Proactively identify and acquire new personal financing customers through various sales channels, including telemarketing, branch walk-ins, and outbound sales activities.
Conduct thorough financial needs analysis for customers to recommend suitable personal financing products (e.g., personal loans, credit cards) that align with their financial goals.
Explain product features, benefits, terms, and conditions clearly and accurately to customers.
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To promote various type of life-insurance products by Tokio Marine Life Insurance Malaysia Bhd under the exclusive Bancassurance Partnership between RHB Bank and Tokio Marine.
To professionally sell a wide range of banca products to existing and prospective customers.
To achieve sales/revenue target assigned by the Bank and contribute towards the achievement of the overall branch targets.
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Proactively identify and acquire new personal financing customers through various sales channels, including telemarketing, roadshows, and branch referrals.
Engage with customers to understand their financial needs and recommend suitable personal financing solutions (e.g., personal loans, credit cards).
Explain product features, benefits, terms, and conditions clearly and comprehensively to customers.
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To promote and professionally sell a range of retail products to existing and potential customers ie. Wealth products (UT, ASNB VP, PRS, Banca RP & GI, Direct Forex and NTW), Deposits (CASA/FD, Accounts Acquisition), Assets/Financing products (PF/PFi, ASB & Credit Cards) etc.
To achieve sales/revenue target assigned by the Bank and contribute towards growing the bank's portfolio/profitability and the achievement of the overall branch targets.
Participate in branch/region/bank (bank wide) sales & promotional activities and campaigns to achieve deliverables and to acquire, build and grow mass & mass affluent customer segments.
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Proactively identify and acquire new personal financing customers through various sales channels, including telemarketing, branch walk-ins, and outbound sales activities.
Conduct thorough financial needs analysis for customers to recommend suitable personal financing products (e.g., personal loans, credit cards) that align with their financial goals.
Explain product features, benefits, terms, and conditions clearly and accurately to customers.
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