Relationship Manager Of Bank

This position is responsible for acquiring, developing and retaining the customer
high-value customer relationships despite providing quality and professionalism
a service tailored to their financial and investment needs

Sales Performance  Perform regular customer profile analysis and analysis
marketing opportunities, and make a sales presentation
 Participate actively in marketing and advertising programs
to find a new business
 Request referrals to existing customers or other employees

Service Delivery  Provide high cost financial planning services
customers
 Develop financial plans based on the needs of each client
 Participate in customer service and maintenance plans
to increase customer loyalty
 Analyze and monitor market trends and performance of
customer investment portfolios
 Provide customers with ongoing market information
and practice analysis
Functions  Create a database of available high quality
customers to support relationships and marketing efforts
Compliance  Performance risk management, including
diagnosis, evaluation, mitigation and control
 Enforcing established sales processes to prevent unfair sales
 Observing internal control procedures and regulations
requirements, and report suspicious activity e.g. KYC, AML,
fraud detection
 Assess risk for your customers with all necessary requirements
procedures
Bank Information  Be aware of technology applications e.g.
and pay attention to service delivery
 Stay up to date with current news and financial markets
development
Login requirement:
University degree (business, economics or related related discipline) 2-3 years’
work experience as a Office of Financial Services

Product Specialist – Investment / Insurance / General Products
This position is responsible for acquiring, developing and retaining the customer
relationships to achieve marketing objectives for investment / insurance / mortgage or
other products though offer quality and professional service directed at
personal insurance investment for clients or other financial needs. Different from RM,
a product specialist focuses on the sales of specific product groups and provides sales
professional support to other marketing teams to enhance their product knowledge
(e.g. investment, insurance, mortgage or other professional product
responsible). The product specialist also implements marketing action plans in accordance with
business strategies developed by the management team.
Tasks:
Sales Performance  Perform regular customer profile analysis and analysis
marketing opportunities, and make a sales presentation
 Participate actively in marketing and advertising programs
to find new business in shared products
 Request referrals to existing customers or other employees
members to increase customer base on specific products
 To achieve the given marketing objectives of a particular product by doing
collaborating with branches assigned to do marketing
programs
 Collaborate with other members of the sales team to manage customers
sales call
Service Delivery  Provide financial planning services to four customers
financial requirements for certain products
 Develop financial plans based on the needs of each client
 Participate in customer service and maintenance plans
to increase customer loyalty
 Analyze and monitor market trends and performance of
investment portfolios / customer insurance
 Provide customers with ongoing market information
and trend analysis in specific product groups
Functions  Create a database of existing customers to
supporting relationships and marketing efforts
People
Managers
(Training and advice)
 Provide guidance and training for branch personnel to improve
their knowledge of specific products and making sure they are complete
compliance with regulatory and internal requirements
standards
 Create and create marketing and sales programs like these
customer and branch staff product seminars, directly
targeted customer marketing, etc.
Compliance  Performance risk management, including
diagnosis, evaluation, mitigation and control
 Enforcing established sales processes to prevent unfair sales

Observe processes and internal controls
requirements, and report suspicious activity e.g. KYC, AML,
fraud detection
 Assess risk for your customers with all necessary requirements
procedures
Bank Information  Be aware of technology applications e.g.
and pay attention to service delivery
 Stay up to date with current news and financial markets
development
 Stay up to date with the latest compliance requirements and
compliance with internal policies and standards
Login requirement:
University degree (business, economics or related related discipline) 2-3 years’
work experience as a Financial Services officer

Professional Certificate in Investment Management and Portfolio
Retail Bank Management
Intended
Activity:
Commercial Banking / Sales Bank Relationship Managers
Expert
Certificate
Objectives:
 Provide learners with the necessary knowledge and skills
in investment products and lending products
 Enables learners to relate key elements of the Code
Banking Practices, Banking Code of Conduct and
requirements for compliance with financial planning
process and investment products for sale
 Develop the skills needed to build customer support
relationships, portfolio management and expertise
skills in planning a financial plan to meet customers ’
requirements
Learning Outcomes:
LO1 Interpret how banking products and services can
match the needs and harmful appetite of customers
LO2 Compliance with external and internal regulations
compliance guarantee standards each time
of the marketing process
LO3 Focus on customer relationships and information through
use of customer relationship management
tricks
LO4 Provide a ‘one-stop-up’ solution to customers by applying
financial planning process
LO5 Create opportunities for effective marketing
job planning and portfolio management
Reading Scope:
 Information on investment and loan products
products
 Compliance requirements for investment products
to sell
 Customer relationship management
 Financial planning
 Sales planning and portfolio management
Entry
Requirements:
 University graduates, students in Business, Economics or
related instructions

Complete High Performance Certificate
Non-Investment Banking Business
 OR sufficient information to operate as a Financial Institution
The officer
Work
How to:
Professional Associated Curriculum
One-off Investment Banking Investment Certificate
Portfolio Management (QF Level 5) is a continuous process
development of financial services officers for branch banks.
Learning objectives and related content compiled by
this program authorizes that special function
development skills and work-related skills required by
leading sales and customer relationship management
activities focus on learning activities.
Students of this Professional Certificate can continue
expand and strengthen their employable skills by
to obtain other related degrees in the future in
according to their desire for a job.
Upon completion of this Certificate of Excellence, graduates
you will have the ability to take on job positions like this
relationship managers of branch banks or product sales
expert.

With additional training to meet job requirements,
other job opportunities in conjunction, to control the level of sales,
debt management or sales management will also be
available to future students; depending on them
goals for personal work. (Please refer to the work
road drawing

Translate banking method
products and services that may be compatible
and needs and appetite at risk
of customers
Define and break down the key
aspects of investment and borrowing
products and account for those products
it can be tailored to the needs and risks
customer appetite
Check market information and give
relevant updates and trend analysis
data on specific investment products
and products that lend to customers
LO2. Compliance with foreign laws
and internal validation standards
the fulfillment of timely compliance
each of the sales process
Keep up to date
investment compliance requirements
sales activities
Compliance with relevant banks
regulations, ethics and
sales of domestic investment products
process while giving advice too
to introduce products to customers
Protect bank benefits by
use risk assessments as well
repeating investment risk
customers to verify the product
recommendations can be tailored to theirs
food risk and avoid bad marketing
Use appropriate procedures for
customer diligence to prevent any
suspicious activity and fraud charges
Report any suspicious transaction to
parties involved
2.6 Ensuring compliance with licenses
requirements (e.g. appropriate license
registration, fulfillment of CPT and CPD)
LO3. Focus on customer relationships
and information on using
customer use
relationship management strategies
Accept customer-centered thinking once
to bring excellent services to
exceeded customer expectations
Employ customer relationships
expansion management strategies
customer interaction, e.g. to build
customer relationships at the time of disclosure
customer demand; invite customers that
attend investment conferences; provide

relevant market reviews for customers
etc. & etc.
. Provide a ‘one stop’ solution
customers through money
planning process
Apply the budgeting process once and for all
skills to address customer needs
Provide financial plan
recommendations to achieve complex
customer requirements and financial policies
and involved a professional or product
relevant professionals, if necessary
Create opportunities to trade with
effective planning of marketing activities
and portfolio management
Create individual marketing activities
a system based on relevant sales data as well
information to find new customers
and engage existing customers
Apply the portfolio management process to
to generate available opportunities
customers and ask the customer
transfer
Accept alternative communication
strategies for teamwork
members or product experts to
to achieve sales performance yourself too
group