Job Description
Premier Financial Manager
Principal Responsibilities
- To implement and manage account‑planning activity (portfolio management) in order to meet all specified targets according to the Sales Plan
- To contribute towards the branch and PFS business profitability
- The job holder will also need to ensure that quarterly reviews are conducted on his/her portfolio of Premier customers with more than RM 1.5 million TRB
- The job holder must continuously retain and grow these customers by understanding their financial needs and level of satisfaction
- Having joint discussion with Line Managers to analyze the financial and economic market to develop a sales plan and strategy
- Work with Line Managers to plan daily/weekly/monthly sales activities as per the sales plan and strategy
- Consistently analyze / review customers portfolio every quarter to continuously seek opportunities to offer customers solutions thro...