Preferred Relationship Manager, Taman Ungku Tun Aminah Branch MY

CIMB Group Holdings Berhad; Skudai; On-site; MYR 60,000 - 120,000; Full time

Job summary

A leading bank in Malaysia is seeking a dedicated individual to drive customer acquisition and retention within its Preferred banking sector. The successful candidate will be responsible for nurturing existing relationships, promoting investment and deposit products, and acquiring new high-net-worth clients. This role also emphasizes teamwork and compliance with banking standards, ensuring a professional business image and contributing to continuous development programs. Join us to make a significant impact in the financial services sector.

Responsibilities

• Actively retain & nurture existing Preferred customer base and promote investment & deposit products.
• Service customers with deposits above RM 250,000.
• Acquire New-to-Bank (NTB) and New-to-Preferred (NTP) customers.
• Lead and participate in marketing activities.
• Establish and maintain relationships with High Net Worth individuals.

Job description

Responsibilities

• 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
• 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)