Preferred Relationship Manager, Perling Branch MY

CIMB; Malaysia; On-site; MYR 60,000 - 80,000; Full time

Job summary

A leading bank in Malaysia is seeking a Customer Relationship Manager to retain and nurture a preferred customer base, promoting investment and deposit products. The ideal candidate should have strong relationship management skills and the ability to engage high-net-worth customers effectively. This role involves conducting sales presentations, acquiring new customers, and fostering teamwork within the sales team. Compliance with bank policies is essential, along with a professional business image.

Qualifications

• Ability to service and nurture existing high-net-worth customers.
• Strong knowledge of investment and deposit products.
• Experience in customer relationship management.

Responsibilities

• Retain and nurture existing preferred customers.
• Promote the bank's investment and deposit products.
• Acquire new-to-bank and new-to-preferred customers.
• Conduct sales presentations with a comprehensive understanding of products.
• Manage relationships with upper mass affluent customers.

Skills

Strong closing skills

Knowledge of investment products

Customer service

Teamwork

Relationship management

Job description

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