Assistant Vice President, Business Wealth Management - Damansara Uptown
Alliance Bank
placeMY, 47400
Posted on Alliance Bank website on 03 Apr 2025 (15 days ago)
Key Responsibilities
Sales & marketing of deposits and FOREX; meet financial and investment needs of SME segments
Actively drive for deposits on existing to Bank & new to Bank, identify business opportunities and ensure targets allocated met.
Monitor and execute the action plans in achieving overall deposits target allocated.
Promote cash management solutions to business clients in the SME segments
Build pipelines through calls/prospecting potential cash management clients to achieve closures/mandated deals.
To participate in sales campaigns and other promotional sales events
Perform cash management solutions presentation to clients based on the initial findings of their needs.
Prepare proposal and tailor cash management solutions based on client’s needs.
To ensure high standard of customer service in line with the quality and standards set by the Bank
Support business partners for joint marketing calls and cross sell / up sell cash management solutions to client
Work closely with business partners for customer referrals and conduct training to instill product knowledge and to deepen clients’ relationships and customer’s share of wallet – SME & Transaction Banking & A@work
Ensure completeness of the necessary documentations for account opening and registration and set up for implementation of solutions. To ensure compliance to the policies and procedures set by the Bank
Obtain market intelligence, establish network and update database of competitor’s offering.
Collate feedback on any product requirements or any issues to Product & Distribution team.
Job Requirement
Experience in sales and marketing to a wide range of customers.
Graduate/Non Graduate with at least 3 - 5 year experience or non-graduate with at least more than 5-year experience in all aspects of Sales and business development areas of Cash Management, payments and deposits.
In depth knowledge of Cash Management product range including relevant branch, operational and customer service environments
Knowledge of market trends and current developments related to Cash Management
Good working knowledge of Pricing/Costing/Volume/Quality relationships
Knowledge of Deposits’ regulations, business/products and operations including AML fundamentals.
Strong business acumen proactive and a highly motivated self starter
Good Sales and customer relationship management
Strong analytical skill in financial accounting and well-verse in cash flow analysis
Effective written and verbal communication and presentation skills
Good interpersonal skills & strong customer service culture & a good team player
Resourceful and adaptable – with ability to work in changing environment
Initiative, drive, enthusiasm with strong selling and negotiation skills
Excellent planning and organization skills to meet objectives and deadlines