Sales Team Manager - Priority Banking

Key Responsibilities:

• Lead a team of Relationship Managers (RMs), Senior RMs, Associate RMs, and CASH RMs to meet team sales objectives by enhancing acquisition and referral opportunities, while strengthening existing client relationships within the Priority Client segment, adhering to established service standards.
• Provide coaching and sales guidance for the priority banking RM team on all investment offerings, including Unit Trusts, Retail Bonds, Structured Investments, Bancassurance, and Legacy products, as well as any other suitable products for Priority banking clients.
• Facilitate the customer journey and related activities for the Priority Client segment.

Qualifications:

• A minimum of 5 years of banking experience, demonstrating a comprehensive understanding of banking operations.
• Possession of all necessary investment and insurance certifications and licenses (PCEIA LIFE/ CEILLI/ FIMM/ PRS/ IPPC).
• At least 3 years of experience as a Relationship Manager focused on deepening relationships within the Priority banking sector.
• Proven track record in managing sales and/or operations with a strong ability to achieve sales goals.
• Proven capability to foster a culture of excellent service.
• Familiarity with policies, procedures, ABM rules, and Bank Negara FEA regulations.