Relationship Manager
Affin bank
01.2018 - Current
Open To Work
Chun soon Herng
Relationship Manager
Batu Pahat,01
Timeline
Premier Banker
Maybank Berhad
02.2010 - 12.2017
Bachelor Of Administration - Business Management
Wawasan Open University
Work Preference
Work Type
Full TimeLocation Preference
On-SiteImportant To Me
Career advancementFlexible work hoursCompany CultureWork History
Relationship Manager
Affin bank
01.2018 - Current
Wealth Advisory: Analyze market trends to provide customized investment strategies, bancassurance, and financial planning.
Client Management: Build, manage, and deepen relationships with affluent clients.
Sales Performance: Generate revenue through client acquisition and product cross-selling (unit trust, insurance, lending).
Compliance: Adhere to regulatory requirements and internal policies
Premier Banker
Maybank Berhad
02.2010 - 12.2017
- Assisted customers with setting up or closing accounts, completing loan applications, and signing up for new services.
- Opened, closed, and updated accounts for customers.
- Managed escalated walked in customer by applying conflict resolutions skills and extensive knowledge of bank policies, products, and services
Overview
16
16
years of professional experience
Education
Bachelor Of Administration - Business Management
Wawasan Open University
Malaysia Skills
- FLUENT IN [LANGUAGE]
- Relationship building and management
- Effective customer communication
- Wealth management offerings
- Client acquisition
- Banking
- Financial planning processes
- Wealth management portfolios
Summary
Innovative Relationship Manager focused on developing strategic business opportunities by delivering exemplary service to each client's individual needs. Respected professional with exceptional knowledge regarding risk management.