Preferred Relationship Manager, Gelang Patah Branch MY

CIMB

Malaysia

Vor Ort

MYR 60.000 - 120.000

Vollzeit

14 Tage+

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Zusammenfassung

CIMB is seeking a sales-oriented Preferred Banking Specialist to actively retain, nurture and grow the CIMB Preferred client base, focusing on customers with over RM250,000 AUM. You will promote the bank's investment and deposit products, and acquire New-to-Bank and New-to-Preferred clients through advisory-based sales and strong closing skills.

You will lead and participate in marketing activities, deliver compelling pitches, ensure compliance, and collaborate with the branch sales team to

Jobbeschreibung

Actively retain & nurture existing Preferred base & promoting Bank's investment & deposit products and services by applying 'Farmer' concept

To service Preferred customers base above RM 250,000
To promote the Bank's investment & deposit products and services by applying ' Farmer ' concept.
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 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 process

Asset Under Management (AUM)

To actively retain & nurture existing Preferred base & by applying 'Farmer ' concept.
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.

Deposits

To actively retain & nurture existing Preferred base & by applying 'Farmer ' concept.
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 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 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)

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