Analyst, Treasures Banking Relationship Manager, Pekanbaru, Consumer Banking Group
Core
Develop and maintain strong relationships with high-net-worth clients to provide tailored financial solutions and drive cross-selling opportunities.
Role type
Consumer Banking Relationship Manager
Builds
Personal banking products and services (deposits, investments, insurance, mortgages, credit cards, personal loans)
Domain
Consumer Banking / Financial Services
Deliverable
client delivery
Required skills
client relationship management, cross-selling, financial product knowledge, sales target achievement, market trend analysis, regulatory compliance awareness
Responsibilities
Understand client financial goals and provide tailored solutions, identify cross-selling opportunities to expand client portfolios, monitor client accounts and address concerns, meet or exceed sales targets and KPIs, collaborate with cross-functional teams for seamless service delivery