Client Relationship Management: Build and maintain relationships with new and existing clients to identify and develop new business opportunities.
Lead Generation & Outreach: Generate leads through proactive outreach, including calls, emails, and in-person meetings, to present company offerings.
Needs Assessment & Solution Presentation: Understand client needs and clearly articulate how the company's products or services provide solutions, emphasizing value.
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Proactively identify and acquire new clients, expanding RHB Bank's customer base.
Conduct comprehensive financial needs analysis for individual clients, including reviewing their current financial situation, risk tolerance, and future aspirations.
Develop and present customized financial plans and solutions, including but not limited to investment products, insurance, loans, and other banking services, aligning with clients' objectives and RHB Bank's product offerings.
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Provide consulting services to clients in an efficient and effective manner, based on technical experience and expertise, during vision and strategy, architecture and development phases.
Clarify processes to client users and business stakeholders as required; offer input and identify the relevant issues, considerations and capabilities in selecting technical solutions; and facilitate an enhanced user experience.
Manage client expectations and balance the needs of the company and clients to ensure satisfaction for both.
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• Positive, collaborative team player comfortable operating with minimal supervision across multiple concurrent opportunities.
Role Description The Technical Sales Consultant is a client-facing role responsible for driving pipeline creation and identifying opportunities for adoption of data and AI solutions across enterprise accounts in various industries including financial services, insurance/takaful and GLCs. This person works in close partnership with our technical team — solution architects, data engineers, and delivery leads — to translate client business challenges into validated technical proposals, POCs, and implementation roadmaps. Success in this role depends on the ability to independently lead discovery and qualification conversations while staying tightly coordinated with technical resources to ensure every proposal is technically sound and deliverable.
Provide functional support to partners and customers. This includes knowledge of the Standard Dynamics functionality and Annata A365 functionality, setup & configuration, feature management and troubleshooting to establish a root cause.
Handle partner and customer incident and request tickets efficiently.
Clear and concise communication to the customer, regular screenshares for knowledge transfer and guidance as required.
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Define customers segments based on set criteria indicating customer importance, growth potential
Map out customers' journey and relevant touchpoints impacting customers' needs and satisfaction, for both Print & Online products
Work with Products, Sales, Marketing, CS to design strategy, value-add service, product offering, pricing to drive customer stickness and satisfaction
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