Treasures RM (Licensed, Sales Incentive)
Core
Relationship Manager responsible for acquiring new clients and selling comprehensive banking and personal wealth management products to meet business targets.
Role type
Licensed sales relationship manager
Builds
Banking deposits and wealth management products
Domain
Banking / Personal Finance
Deliverable
product features
Required skills
Financial planning, Credit analysis, Cross-selling, Client relationship management, Regulatory compliance, Sales strategy
Preferred skills
Market trend analysis, Time management, Multi-tasking
Technologies
Mobile technology
Responsibilities
Conduct financial needs analysis and plan for clients, Promote licensed deposit and wealth management products, Explain product risks to clients, Participate in sales and promotional events, Maintain regular contact with existing clients to reduce churn, Open accounts and process client applications, Report customer feedback and competitive intelligence to the manager.