job description
Join Bank Mega, one of Indonesia’s leading financial institutions, as a Retail Funding Relationship Manager in the vibrant and growing market of Bali. This role is perfect for a dynamic professional who thrives in client-facing environments and is passionate about delivering tailored financial solutions to a diverse clientele. As a key representative of Bank Mega, you will play a pivotal role in expanding our retail funding portfolio while fostering long-term relationships with customers across Canggu, Ubud, Denpasar, Jimbaran, Nusa Dua, Kuta, and Badung.
In this role, you will be responsible for marketing Bank Mega’s banking products, providing expert financial advice, and ensuring customer satisfaction through personalized service. Bali’s thriving economy and status as a global hub for tourism and business present a unique opportunity to engage with both local and international clients. If you are a results-driven individual with a strong background in banking and relationship management, this is your chance to grow your career in one of Indonesia’s most dynamic regions.
Bank Mega offers a competitive compensation package, comprehensive benefits, and a supportive work environment that encourages professional development. Be part of a team that values innovation, integrity, and excellence in customer service.
Responsibility
- Actively market and promote Bank Mega’s retail banking products, including savings accounts, deposits, and investment solutions, to both existing and potential customers.
- Build and maintain strong, long-term relationships with clients by understanding their financial needs and providing tailored advice and solutions.
- Conduct regular reviews of customer portfolios to identify opportunities for cross-selling and upselling banking products.
- Achieve and exceed monthly and quarterly sales targets for retail funding products while maintaining high standards of customer service.
- Collaborate with internal teams, including marketing, operations, and risk management, to ensure seamless service delivery and compliance with banking regulations.
- Provide financial education and guidance to customers, helping them make informed decisions about their banking and investment options.
- Monitor market trends and competitor activities to identify new business opportunities and stay ahead of industry developments.
- Maintain accurate records of customer interactions, transactions, and feedback using Bank Mega’s CRM systems.
Qualifications
- Bachelor’s degree in Finance, Economics, Business Administration, or a related field from a recognized university.
- Minimum of 3 years of experience in retail banking, relationship management, or sales within the financial services industry.
- Proven track record of achieving sales targets and building strong customer relationships.
- Strong understanding of banking products, including savings accounts, deposits, loans, and investment solutions.
- Excellent communication and interpersonal skills, with the ability to engage effectively with diverse clientele, including local and international customers.
- Fluency in English and Bahasa Indonesia is required; additional languages are a plus.
- Self-motivated, results-driven, and able to work independently with minimal supervision.
- Proficiency in Microsoft Office and CRM software; familiarity with banking systems is an advantage.
- Willingness to travel within Bali to meet clients and attend business events.