Preferred Relationship Manager, Damai Plaza Branch - Malaysia - CIMB Group

CIMB Group

Verified Company

Malaysia

1 week ago

Posted by:

Siti Tan

beBee Recruiter

Description

Preferred Relationship Manager

KEY RESPONSIBILITIES
Sales Planning & Execution

To service Preferred customers base above RM 250,000

To actively acquire New-to-Bank (NTB) and New-to-Preferred (NTP) customers.

To promote Bank's other products and services that management may deem relevant to distribute to Preferred customers via sales referrals.

To provide fast and convenient off-site banking services to NTB and NTP customers on:

New CASA & FD accounts opening

Handle all non-cash transactions

To complement branch on acquisition numbers.

To run Preferred activities to increase membership and deposit sales.

To be involved in Preferred customer acquisition programs / events.

To lead and/or take part in all marketing activities.

To deliver sales pitch / presentations, with strong closing skills on Bank's products and services:

Comprehensive understanding of product features and benefits. - Knowledge of products and services offered by competitors in priority banking

Thorough familiarity and comply with Compliance process

Customer

Relationship

To establish and maintain relationship with Upper Mass Affluent customers and respond to queries and complaints in a timely manner.

To be able to deal with and manage High Net Worth individuals and sign them up as CIMB Preferred customers.

To provide advisory-based sales to NTB and NTP customers.

People

Management

To encourage and promote teamwork within branch sales team by:

Providing assistance (e.g. training, knowledge sharing, covering of duties) to sales team members where necessary

Identifying and sharing new ideas and approaches for increasing sales and maximizing customer experiences.

Maintaining a conducive and professional working relationship within the sales team.

To project professional business image at all times through high standards of housekeeping and personal grooming.

To participate in Continuous Professional Development Program

Others

To undertake special assignments ad-hoc functions as when required.

Compliance

To comply strictly to CIMB Bank's policies and procedures, including credit control procedures, audit compliance and BNM guidelines.

To comply with Code of Sales Ethics and Governance.

To respond to compliance enquires from Vertical line (BM, RD, Head of DC) and Horizontal line (Segment Manager and Sales Segment Support Lead)

Key Performance Indicators

Qualification

Note: The qualification indicated are the ideal requirements for the

Degree / Diploma / CFP/ Other Equivalent

Experience

1-2 years banking / sales and marketing experience

Fresh graduates can be considered

Education & Training (or equivalent)

Skill /

Competencies

To be updated based on

Competency Model

Good networking, proactive with strong sales drive, result oriented

Ability to communicate well in English, Mandarin & Bahasa Malaysia

Matured thinking with ability to deal with High Net Worth customers, acquire membership.

Computer skills e.g. Microsoft Office & etc