Senior Relationship Manager Premier Banking

**Sales Planning & Activities** * Prepare and proactively execute sales plans for prospective customers sourced from the Bank’s leads (LMS) and self-generated leads. * Actively participate and collaborate with other sales personnel at PBC/branch/region levels on sales activities and campaigns for customer acquisition and retention. * Provide investment and wealth advisory services to customers, including portfolio management support. * Conduct periodic reviews of customers’ investment portfolios to grow Assets Under Management (AUM). * Identify and plan cross-selling and up-selling opportunities to increase customers’ PHR and overall revenue. * Arrange appointments, conduct sales visitations, prospecting, and maintain ongoing customer engagement. **Sales Management** * Maintain regular contact with existing customers to strengthen relationships and generate referrals. * Work closely with the Centre Manager, Branch Manager, and Regional Sales Heads on sales activities, promotions, and campaigns. * Prepare sales performance reports and competitor analysis for management review. * Ensure full compliance with the Bank’s policies, procedures, and sales code of ethics. **Job Requirements** * Hold a Bachelor’s degree in any field of study. * Certified Financial Planner (CFP) with valid FIMM, PCE, CEILI, and IPPC licenses. * Minimum of 3 years’ sales experience, preferably in wealth management and banca products within financial institutions. * Pleasant personality with excellent verbal and written communication skills. * Possess all relevant licenses required for the portfolio. * Strong sales and results-oriented mindset. * Good interpersonal and relationship-building skills.