Virtual Relationship Manager

4 days ago


Kuala Lumpur, Kuala Lumpur, Malaysia CIMB Full time

Focus on relationship building and networking with the existing and prospective SME / Non-Retail customers by understanding their existing and future funding/financial needs. The role is responsible for contacting SME / Non-Retail customers and proactively identifying opportunities for cross-selling either by cold calling or answering requests.

Responsibilities:
  • Work closely with Team Lead, Virtual RM to proactively identify opportunities for cross-selling to SME / Non-Retail customers.
  • Proactively call potential customers to cross-sell and ask pertinent questions to understand the customers' needs and requirements.
  • Understand and keep up to date with customers' needs and seek cross-sell opportunities to propose products that fit their needs.
  • Provide insights into the Bank's products and accurate information about products such as Working Capital Loan, Overdraft, Refinancing, and Credit Card to cross-sell to customers.
  • Build positive relationships with customers and maintain an up-to-date record of customer contact and important information for future reference.
  • Deal with complaints or doubts to safeguard the company's reputation.
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