Job Description (JD)

Role Purpose:

Responsible for acquiring and managing premium / high-value customers, increasing CASA portfolio, and driving revenue through cross-selling banking products.

Key Responsibilities
Acquire recent high-value Current Account & Savings Account (CASA) customers through market sourcing and references.
Manage and deepen relationships with premium / royal banking customers.
Achieve CASA, TPP, and revenue targets assigned by the bank.
Cross-sell products such as Insurance, Mutual Funds, FD, Credit Cards, Loans, Forex, etc.
Ensure customer onboarding, activation, and portfolio growth.
Maintain robust customer engagement and provide superior service experience.
Generate leads through field visits, networking, and references.
Ensure compliance with KYC, AML, and bank policies.




Coordinate with internal teams for customer servicing and issue resolution.
Maintain portfolio quality and achieve monthly business targets.

Eligibility
Graduate / Post Graduate preferred.
Experience in Banking / CASA / Liabilities / Relationship Management preferred.
Robust communication and sales skills.
Knowledge of banking products and customer handling.

Preferred Experience

CASA Sales, Wealth RM, Priority Banking, HNI Customer Handling, Branch Banking, Liabilities Sales.

(Prepared based on common RM Royal / premium banking CASA role requirements.)

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