SME Relationship Manager

Job Summary

Leave the stress behind. Planworth’s simple and fast credit approval process creates an empowering environment where your expertise drives real progress and career growth, supported by products that complement banking facilities.

The SME Relationship Manager is responsible for managing and expanding a portfolio of Small and Medium Enterprises (SMEs) by delivering exceptional financial loan products. We offer supply chain financing, invoice financing, Pre financing such as PO, working capital and term loan. The role involves managing leads, building strong client relationships, and understanding clients' financial needs to recommend tailored solutions.

What is your role? Responsibilities

Managing the leads generated by referrals and call prospects to deliver a remarkable consultation experience.

Building strong relationships with clients and recommending ideas in managing, expanding and growing the portfolio with adherence to compliance.

Meet prospects to identify their needs and requirements. Provide them with advice on financial solutions to meet their financial / cash flow needs. Communicate with prospects to evaluate joint initiatives and proposals to see how they align with established roadmaps and business priorities.

Process/Screen data/information on financing proposal with our credit friendly SMEs Credit Scoring, analysing the market trend, examining risks and financial accuracy in recommending to credit risk for the approval process.

Updating the digital Customer Relationship Management (CRM) System as part of managing the relationship with prospects and clients as part of growing the SMEs / Corporate portfolio.

Who are we looking for? Requirements

Banker and non-banker with sales experience are welcomed to apply.

Possess at least a Professional certificates, SPM/ STPM/ Pre.U, Diploma, Degree in Finance / Banking / Marketing / Accountancy or equivalent with minimum 2 years of working experience as an Assistant or Relationship Manager or similar positions in Financial Institution or similar government agency that promotes and lending to SMEs industry.

Experience in SME's loan product, mortgage loan, wealth management and financial planning is an added advantage.

Good skills in Networking, Financial Analysis, Sales, Proactive, Energetic, Integrity and possess good business acumen.

Good interpersonal and communication skills and able to interact with people at all levels.

Able to work independently with min supervision.

Demonstrates a strong determination to achieve goals and overcome challenges.

Takes proactive steps and demonstrates initiative to take on tasks independently.

Hard-working and diligence in carrying out responsibilities.

A Goal Go-Getter to achieve objectives and meet targets.

Curious and Hungry to succeed in their role.

An enthusiastic learner to acquire new knowledge and skills.

We appreciate your talent: Benefits and Perks

5 days working week.

Competitive basic salary.

Attractive annual performance bonus. Our rewards philosophy matches pay to performance, potential and work ethics.

Insurance coverage for staff - Group Hospitalization, Group Term Life and Group Personal Accident.

Other staff benefits such as Medical claims, Optical, Dental, Annual health screening, Company trips, Teambuilding activities, Wedding gifts, Child Birth gifts and many more.

Large, modern, luxury, advanced and trendy office layout for your optimum safety, comfort and performance, prayer room, training room and a secure basement parking.

Pantry service with beverage vending machine. Enjoy complimentary, barista-style refreshments, including a selection of Cappuccinos, Lattes, and Americanos available throughout the day.

Your Health, Wellbeing and Comfort Matter to Us - We believe that a comfortable and healthy workplace helps our people feel their best and do their best. That’s why we provide ergonomic adjustable chairs and desks to support good posture, reduce physical strain and keep you comfortable throughout the workday. We’ve also installed air purifiers to help improve indoor air quality, creating a cleaner, fresher and more pleasant environment for everyone. Because at Planworth, taking care of our people is an important part of creating a workplace where everyone can thrive.

Accelerate Your Career Growth - We offer a specialized sales skill assessment tool to evaluate your current skill set as part of upskilling your sales skill to better than ever. To help you advance, we offer structured mentoring and coaching programs intended to build leadership and management capabilities through real-world, on-the-job training. Furthermore, there are plenty of career growth opportunities and avenues to diversify into other roles within the company.

Where are we? Ideal Location

Close to Putra LRT - Ampang Park Station (5 mins walk)

Adjacent to MRT - Ampang Park Station (5 mins walk)

Surrounded by shopping centres - short walking distance to KLCC, Avenue K, Intermark and etc.

Located on the ground floor of a 33 storey building with more than 10,000ft of work space.

Are you ready to apply your talent and elevate your working skills and experience? Click the ‘Apply Now’ and you are one step ahead to an outstanding career!

ONLY SHORTLISTED CANDIDATES WILL BE NOTIFIED