Business Wealth Manager (Klang Valley)

CIMB

Selangor

MYR 100,000 - 150,000

Job description

To increase EB & CB deposits portfolio (non-borrowing) profitability by cross sell opportunities, incremental deposit growth and customer acquisition of high value New-to-bank (NTB) from an assigned portfolio.
To increase penetration of cash management solutions on EB & CB business segment through aggressive cross sell activities ultimately capturing of main operating account.
Effectively manage cross sell and overall handling of servicing and operations issues arising from customers in the portfolio.
Meet targets by soliciting new-to-bank and aggressive cross selling to existing customer base with focus on deposits growth (Current Account & Foreign Exchange), increasing existing portfolio profitability, customer count (conversion into Main Operating Current Account), and cross selling.
Use multiple prospecting methods to generate leads, set up sales meetings, and pitch appropriate cash management solutions to prospects. Actively seek referrals from new and existing customers.
Actively identify potential sales opportunities and manage sales pipeline by working closely with the Branch Manager and on-ground team.
Ensure timely reporting on productivity & performance to Cash Solution Manager.
Build and maintain profitable business relationships with business customers by increasing penetration of cash management solutions and focus products.
Engage in other duties that may be assigned by superior from time to time.
Ensure adherence to CIMB’s policies, procedures, compliance guidelines, statutory compliance, and regulations.