AFFIN Group

Relationship Manager - Business Wealth Sales (Central 1)

AFFIN Group  •  Malaysia (Onsite)  •  26 days ago
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Job Description

Create your future with Affin! ​​You too can make a difference.

Join us at AFFIN, where the open minds meet and be inspired by a shared commitment to great work. Here, you don’t just stay at the forefront of the industry – you can make a difference too.

JOB PURPOSE

Achieve assigned KPIs and wealth targets through proactive sales activities such as acquiring new customers, deepening existing relationships, and cross-selling wealth solutions like Bancassurance/Takaful and cash management. It involves growing deposits and fee-based income, enhancing customer stickiness, and consistently analyzing portfolios to identify upselling opportunities. Building and maintaining strong customer relationships to ensure satisfaction and a positive experience is key.

JOB RESPONSIBILITIES

Assist Team Lead & Head, Business Wealth Sales in:

Sales Management

  • Responsible for the overall sales activities of acquiring new customers and retaining existing assigned high-value non-borrowing & borrowing business customers by:

1) Achieving the assigned deposit growth and fee-based income target

2) Aggressively cross-selling Enterprise Banking wealth solution, cash

management solutions and other banking solutions.

3) Reaching out to potential business sectors and generate sustainable

and quality inflow of potential leads.

  • Work closely with the team leads to engages relevant stakeholders in all marketing, business and promotional activities in ensuring effective and quality sales and service standard.

  • Manage sales processes to ensure compliance to Bank prescribed level of service standards.

  • Provide support and assistance to other Departments/Divisions within the Bank with matters relating to the assigned segment.

  • Ensure timely submission of sales performance related report.

  • Maintains high compliance and sales discipline benchmark in accordance to Bank’s and regulatory guidelines.

Client Relationship Management

  • Conduct regular visits and meetings with top customers of the assigned customer base to enhance banker-customer relationship ultimately to ensure better service quality.

  • Contributes suggestions on customer retention strategies and programs.

  • Participates in all product development and customer engagement activities for cash management and business wealth for the targeted segment.

  • Attend to all customer-related feedback in ensuring prompt service recovery if any.

  • Undertake additional responsibilities assigned by immediate superior when required.

JOB REQUIREMENTS

  • Education qualification: Diploma/ Degree holder

  • More than 2 years’ experience as relationship manager. Proven good performance track records

  • Outgoing personality won’t be shy to meet new clients and existing to bank clients

  • Aggressive and performance driven personality

  • Able to work independently and travel domestically

  • Preferably to be able to converse in multilanguage/ dialects

  • Possess following mandated insurance license by the division:

a) PCEIA Life & General
b) Family & General Takaful
c) CEILI
d) IPPC & FIMM (as and when required by the Division)

AFFIN Group

About AFFIN Group

Incorporated on 23 October 1975, AFFIN Group proudly commemorates its 50th anniversary in 2025—a milestone reflecting five decades of steadfast dedication to growth, innovation, and financial excellence, aligned with its vision to be the Most Creative and Innovative Financial Company in Malaysia.

Affin Bank Berhad (“AFFIN BANK”) 197501003274 (25046-T) operates as the financial holding entity of Affin Islamic Bank Berhad (“AFFIN ISLAMIC”) 200501027372 (709506-V), Affin Hwang Investment Bank Berhad (“AFFIN HWANG”) 197301000792 (14389-U), Affin Moneybrokers Sdn Bhd (106666-U). Generali Insurance Malaysia Berhad and Generali Life Insurance Malaysia Berhad are affiliated companies of Affin Bank Berhad.

AFFIN Group provides an array of financial products and services catering to individual, enterprise, commercial, and corporate clients. The focus market segments are categorised under essential business units such as Community Banking, Enterprise Banking, Corporate Banking, Treasury, and Investment Banking. For more information, please visit https://www.affingroup.com.

AFFIN BANK and AFFIN ISLAMIC are members of PIDM.

Industry
Finance & Insurance
Company Size
1,001-5,000 employees
Headquarters
Kuala Lumpur, MY
Year Founded
Unknown
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