Preferred Relationship Manager, Taman Ungku Tun

2 weeks ago


Malaysia CIMB Group Full time
To service Preferred customers base above RM 250,000

  • To actively acquire NewtoBank (NTB) and NewtoPreferred (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 offsite banking services to NTB and NTP customers on:
  • New CASA & FD accounts opening
  • Handle all noncash 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 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 advisorybased 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 adhoc 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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    To service Preferred customers base above RM 250,000 - 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...


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