Associate, Treasure Relationship Manager, Medan Diponegoro, Consumer Banking Group
Core
Acquire and maintain high-net-worth customer relationships, manage investment portfolios, and drive revenue targets through cross-selling banking and wealth management products.
Role type
Associate Relationship Manager (Consumer Banking)
Builds
Customer portfolios, sales pipelines, and cross-selling opportunities for deposits, investments, insurance, and loans.
Domain
Consumer Banking / Wealth Management
Deliverable
client delivery
Required skills
customer relationship management, sales target achievement, portfolio management, cross-selling, KYC/AML compliance, product knowledge (Bancassurance, Investment, Treasury)
Preferred skills
wealth management certifications, experience in banking and finance industry
Responsibilities
develop action plans to exceed revenue and new customer acquisition targets, acquire new customers and maintain/upgrade existing customer portfolios, conduct regular meetings to assess banking needs and maximize cross-selling, ensure proper product understanding to prevent miss-selling, handle customer complaints, monitor competitor offerings, and comply with KYC/Money Laundering Prevention regulations.
Seniority
Associate, individual contributor