job description
Join Bank Mega as a Retail Funding Relationship Manager and play a pivotal role in driving financial growth in Bali's thriving communities. This position offers a unique opportunity to build lasting relationships with clients while providing tailored financial solutions that meet their needs. Based in key locations such as Canggu, Ubud, Denpasar, and more, you will be at the forefront of expanding our retail banking services, ensuring customer satisfaction, and contributing to the bank's success in the region.
As a Relationship Manager, you will leverage your expertise in retail banking to identify opportunities, offer strategic financial advice, and foster trust with our diverse clientele. Your role will be instrumental in enhancing our market presence and delivering exceptional service that aligns with Bank Mega's commitment to excellence.
If you are a motivated professional with a passion for finance and customer relations, this is your chance to grow your career in one of Indonesia's leading banks. Apply now and become part of a dynamic team dedicated to innovation and customer-centric banking solutions.
Responsibility
- Develop and maintain strong relationships with retail banking clients to understand their financial needs and objectives.
- Promote and sell a variety of banking products, including savings accounts, loans, and investment options, tailored to client requirements.
- Provide expert financial advice and solutions to help clients achieve their short-term and long-term financial goals.
- Conduct regular follow-ups with clients to ensure satisfaction and identify opportunities for upselling or cross-selling banking services.
- Collaborate with internal teams to ensure seamless delivery of banking products and resolve any client issues promptly.
- Monitor market trends and competitor activities to stay ahead and recommend strategic improvements to banking offerings.
- Prepare and present regular reports on client interactions, sales performance, and market insights to management.
- Ensure compliance with all banking regulations and internal policies while maintaining the highest standards of professionalism and ethics.
Qualifications
- Bachelor's degree in Finance, Business Administration, Economics, or a related field.
- Minimum of 3 years of experience in retail banking, relationship management, or a similar role within the financial services sector.
- Proven track record of meeting or exceeding sales targets and building strong client relationships.
- Excellent communication and interpersonal skills, with the ability to engage effectively with diverse clients.
- Strong analytical and problem-solving skills to assess client needs and recommend suitable financial products.
- Proficiency in using banking software and CRM tools to manage client data and sales activities.
- Knowledge of local market dynamics and regulatory requirements in the Indonesian banking sector.
- Highly motivated, results-driven, and committed to delivering exceptional customer service.