Preferred Relationship Manager (Nationwide)

CIMB; Kampung Malaysia Tambahan; On-site; MYR 45,000 - 89,000; Full time

Job summary

CIMB is seeking a professional to acquire and manage customer relationships by providing financial planning advice in a sales oriented environment.

The role focuses on managing relationships to increase share of wallet under the Farmer concept and delivering wealth management guidance to clients. You will source leads, stay updated on market trends, and convert leads into sales.

Qualifications

• Degree / Diploma holders in any discipline.
• Minimum 2 – 3 years of working experience in a branch sales environment.
• Possess the compulsory licenses such as IPPC, FIMM, PCE, CEILLI, TBE, etc.
• Result oriented, passionate with marketing and willing to adopt to new things.
• Ability to work independently with minimum supervision.
• Ability to deliver high quality customer service to external and internal customers.
• Possess good interpersonal skills and able to actively interact with all levels of customers.

Responsibilities

• Acquire and manage customer relationships by providing financial planning advice in a sales oriented environment.
• Manage customer relationships to increase share of wallet under the "Farmer" concept.
• Provide financial planning advice to customers - focusing on Wealth Management Products.
• Take initiative and run activities to source leads.
• Keep abreast of customers' need and market trends and competitors' programme offers and activities for targeted customers regularly.
• Liaise with customers and convert leads to sales.

Skills

Customer relationships

Sales

Interpersonal skills

Lead generation

Education

Degree or Diploma

Tools

IPPC

FIMM

PCE

CEILLI

TBE

Job description

• Acquire and manage customer relationships by providing financial planning advice in a sales oriented environment.
• Manage customer relationships to increase share of wallet under the "Farmer" concept.
• Provide financial planning advice to customers - focusing on Wealth Management Products.
• Take initiative and run activities to source leads.
• Keep abreast of customers' need and market trends and competitors' programme offers and activities for targeted customers regularly.
• Liaise with customers and convert leads to sales.

Job Requirements:

• Degree / Diploma holders in any discipline.
• Minimum 2 – 3 years of working experience in a branch sales environment.
• Possess the compulsory licenses such as IPPC, FIMM, PCE, CEILLI, TBE, etc.
• Result oriented, passionate with marketing and willing to adopt to new things.
• Ability to work independently with minimum supervision.
• Ability to deliver high quality customer service to external and internal customers.
• Possess good interpersonal skills and able to actively interact with all levels of customers.

Only shortlisted candidates will be notified.