Relationship Manager - Business Wealth Sales (Central 2)
AFFIN Group(3 months ago)
About this role
A Relationship Manager in Business Wealth Sales responsible for achieving assigned KPIs and wealth targets by growing customer relationships and expanding fee-based income. The role focuses on client acquisition and retention within high-value business segments and supporting overall customer satisfaction and portfolio growth.
Required Skills
- Sales
- Relationship Management
- Cross-Selling
- Wealth Solutions
- Cash Management
- Lead Generation
- Client Visits
- Compliance
- Reporting
- Communication
+1 more
Qualifications
- Diploma or Degree
- PCEIA Life & General
- Family & General Takaful
- CEILI
- IPPC
- FIMM
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