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Preferred Relationship Manager, Jalan Mahsuri Bayan - Malaysia - CIMB Group

CIMB Group

Verified Company

Malaysia

1 month ago

Posted by:

Siti Tan

beBee Recruiter

**KEY RESPONSIBILITIES
Sales Planning & Execution

To service Preferred customers base above RM 250,000
To actively acquire NewtoBank (NTB) and NewtoPreferred (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 offsite banking services to NTB and NTP customers on:
New CASA & FD accounts opening
Handle all noncash transactions
To complement branch on acquisition numbers.
To run Preferred activities to increase membership and deposit sales.
To be involved in Preferred customer acquisition programmes / 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 processCustomer

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 advisorybased 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 maximising 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 ProgramOthers
To undertake special assignments adhoc 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
Degree / Diploma / CFP/ Other Equivalent**Experience
12 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 coommunicate 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
Team Player
Self starter, proactive sales drive in sales management
Mobile throughout the region for Preferred customers acquisition activities
Strong telemarketing skills.

Ftc - Product Owner, Next Gen Bizchannel My