Preferred Relationship Manager, Labuan Branch My

1 week ago

Malaysia CIMB Group Full time
Preferred Relationship Manager

KEY RESPONSIBILITIES
Sales Planning & Execution

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 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 programs / 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

Customer

Relationship


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 maximizing 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)

Key Performance Indicators

Qualification

  • Note: The qualification indicated are the ideal requirements for the
Degree / Diploma / CFP/ Other Equivalent

Experience

1-2 years banking / sales and marketing experience

Fresh graduates can be considered

Education & Training (or equivalent)

Skill /

Competencies

  • To be updated based on
Competency Model

Good networking, proactive with strong sales drive, result oriented

Ability to communicate well in English, Mandarin & Bahasa Malaysia

Matured thinking with ability to deal with High Net Worth customers, acquire membership.

Computer skills e.g. Microsoft Office & etc

  • Team Player
  • Selfstarter, proactive sales drive in sales management
  • Mobile throughout the region for Preferred customers acquisition activities
Strong telemarketing skills.

  • Preferred Relationship Manager, Labuan Branch My

    2 days ago

    Malaysia CIMB Group Full time

    Preferred Relationship Manager KEY RESPONSIBILITIES Sales Planning & Execution 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...

  • Branch Manager, Labuan Branch My

    3 weeks ago

    Malaysia CIMB Group Full time

    Job Highlights: - Competitive remuneration & potential to earn where sky is the limit! - Personal & career growth opportunities - Opportunity to work across the region **Job Description**: - Responsible for branch's performance in sales, service and compliance - Guide, motivate and drive branch staff towards achieving shared goals - Develop new business...

  • Principal Officer, Labuan International Branch

    3 weeks ago

    Malaysia Hong Leong Bank Full time

    Principal Officer, Labuan International Branch **If you are looking to excel and make a difference, take a closer look at us...** **Overview** The Principal Officer for Labuan International Branch is responsible for ensuring the overall branch operations, compliance, reporting and representing the Bank in dealing with the regulators, aligning with...

  • Principal Officer, Labuan International Branch

    1 week ago

    Malaysia Hong Leong Bank Full time

    Principal Officer, Labuan International BranchIf you are looking to excel and make a difference, take a closer look at us...OverviewThe Principal Officer for Labuan International Branch is responsible for ensuring the overall branch operations, compliance, reporting and representing the Bank in dealing with the regulators, aligning with regulatory...

  • Relationship Manager, Mentakab Branch My

    4 weeks ago

    Malaysia CIMB Group Full time

    **JOB DESCRIPTION** **PREFERRED RELATIONSHIP MANAGER (PRM)** - Retail & Preferred Branch- Branch Manager- Dotted line to Preferred Segment Manager- - Asset Under Management (AUM) - Deposits **KEY RESPONSIBILITIES** - To service Preferred customers base above RM 250,000 - To actively acquire New-to-Bank (NTB) and New-to-Preferred (NTP) customers. - To...

  • Relationship Manager, Mentakab Branch My

    2 days ago

    Malaysia CIMB Group Full time

    **JOB DESCRIPTION** **PREFERRED RELATIONSHIP MANAGER (PRM)** - Retail & Preferred Branch- Branch Manager- Dotted line to Preferred Segment Manager- - Asset Under Management (AUM) - Deposits **KEY RESPONSIBILITIES** - To service Preferred customers base above RM 250,000 - To actively acquire New-to-Bank (NTB) and New-to-Preferred (NTP) customers. - To...

  • Preferred Relationship Manager, Port Dickson Branch

    2 months ago

    Malaysia CIMB Group Full time

    JOB TITLE- PREFERRED RELATIONSHIP MANAGER (PRM)- Grade- U.S- Location- Retail & Preferred Branch- Reports to- Branch Manager- Other Reporting Relationship- Dotted line to Preferred Segment Manager- Subordinates- Job Purpose- - Key Products- Asset Under Management (AUM) - Deposits - KEY RESPONSIBILITIES- Sales Planning & Execution- To service Preferred...

  • Relationship Manager, Mentakab Branch My

    1 week ago

    Malaysia CIMB Group Full time

    JOB DESCRIPTIONPREFERRED RELATIONSHIP MANAGER (PRM) Retail & Preferred Branch Branch Manager Dotted line to Preferred Segment Manager Asset Under Management (AUM) DepositsKEY RESPONSIBILITIES 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...

  • Preferred Relationship Manager, Bukit Gambir Branch

    2 weeks ago

    Malaysia CIMB Group Full time

    Sales Planning & Execution- 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...

  • Preferred Relationship Manager, Port Dickson Branch

    1 week ago

    Malaysia CIMB Group Full time

    JOB TITLE- PREFERRED RELATIONSHIP MANAGER (PRM)- Grade- U.S- Location- Retail & Preferred Branch- Reports to- Branch Manager- Other Reporting Relationship- Dotted line to Preferred Segment Manager- Subordinates- Job Purpose Key Products- Asset Under Management (AUM) Deposits KEY RESPONSIBILITIES Sales Planning & Execution To service Preferred customers base...

  • Preferred Relationship Manager, Damai Plaza Branch

    2 months ago

    Malaysia CIMB Group Full time

    Preferred Relationship Manager KEY RESPONSIBILITIES Sales Planning & Execution 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...

  • Relationship Manager, Serian Branch My

    1 week ago

    Malaysia CIMB Group Full time

    **Key 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...

  • Branch Manager, Riverson Branch My

    2 months ago

    Malaysia CIMB Group Full time

    Branch Manager Job Description: Responsible for branch's performance in sales, service and compliance Guide, motivate and drive branch staff towards achieving shared goals Develop new business and maintain strong relationship with customers and the community Maintain branch safety and security standards Job Requirements: Preferably Managers specializing in...

  • Relationship Manager, Parit Buntar Branch My

    3 days ago

    Malaysia CIMB Group Full time

    **KEY RESPONSIBILITIES** - Sales Planning & Execution- 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...

  • Branch Manager, Riverson Branch My

    1 week ago

    Malaysia CIMB Group Full time

    Branch ManagerJob Description:Responsible for branch's performance in sales, service and complianceGuide, motivate and drive branch staff towards achieving shared goalsDevelop new business and maintain strong relationship with customers and the communityMaintain branch safety and security standardsJob Requirements:Preferably Managers specializing in Banking...

  • Branch Manager, Pekan Branch My

    1 month ago

    Malaysia CIMB Group Full time

    JOB TITLE : BRANCH MANAGER (BM) Grade : U6.S Location : Branch Reports To : Regional Director Others Reporting & Relationship - Subordinates 1. Customer Service Manager (CSM)/Assistance Customer Service Manager (ACSM) 2. Relationship Manager (RM) 3. Personal Financial Consultant (PFC) 4. Customer Service Officer (CSO) 5. Customer Service...

  • Branch Manager, Tawau Branch My

    4 weeks ago

    Malaysia CIMB Group Full time

    Job Highlights: - Competitive remuneration & potential to earn where sky is the limit! - Personal & career growth opportunities - Opportunity to work across the region **Job Description**: - Responsible for branch's performance in sales, service and compliance - Guide, motivate and drive branch staff towards achieving shared goals - Develop new business...

  • Preferred Relationship Manager, Jalan Dato Bandar

    2 weeks ago

    Malaysia CIMB Group Full time

    JOB TITLE- PREFERRED RELATIONSHIP MANAGER (PRM)- Grade- U8.S- Location- Retail & Preferred Branch- Reports to- Branch Manager- Other Reporting Relationship- Dotted line to Preferred Segment Manager- Subordinates- Job Purpose- - Key Products- Asset Under Management (AUM) - Deposits - KEY RESPONSIBILITIES- Sales Planning & Execution- To service Preferred...

  • Branch Manager, Tawau Branch My

    1 week ago

    Malaysia CIMB Group Full time

    Job Highlights: Competitive remuneration & potential to earn where sky is the limit Personal & career growth opportunities Opportunity to work across the regionJob Description: Responsible for branch's performance in sales, service and compliance Guide, motivate and drive branch staff towards achieving shared goals Develop new business and maintain strong...

  • Branch Manager, Sungai Bakap Branch My

    2 weeks ago

    Malaysia CIMB Group Full time

    JOB TITLE : BRANCH MANAGER (BM) Grade : U6.S Location : Branch Reports To : Regional Director Others Reporting & Relationship - Subordinates 1. Customer Service Manager (CSM)/Assistance Customer Service Manager (ACSM) 2. Relationship Manager (RM) 3. Personal Financial Consultant (PFC) 4. Customer Service Officer (CSO) 5. Customer Service...