Relationship Manager, Serian Branch My

6 months 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 to source leads.
- Keep abreast of customers' need and market trends and competitors' programme offers and activities for targeted customers regularly. Liaise with customers and convert leads to sales.

**Job Requirements**:

- Degree / Diploma holders in any discipline.
- Minimum 2 - 3 years of working experience in a branch sales environment.
- Possess the compulsory licenses such as IPPC, FIMM, PCE, CEILLI, TBE, etc.
- Result oriented, passionate with marketing and willing to adopt to new things.
- Ability to work independently with minimum supervision.
- Ability to deliver high quality customer service to external and internal customers.
- Possess good interpersonal skills and able to actively interact with all levels of customers.



  • Malaysia CIMB Group Full time

    **JOB DESCRIPTION** **JOB TITLE** **CUSTOMER SERVICE OFFICER (CSO) - RETAIL & PREFERRED BRANCH** **Grade** **Location** - Retail & Preferred Branch**Reports to** - Branch Manager**Other Reporting Relationships** **Subordinates** **Job Purpose** - To administer account opening activities. To provide authorization to transact and validate branch...


  • 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...


  • 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...


  • 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...


  • 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...


  • 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...


  • 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...


  • Malaysia CIMB Group Full time

    KEY RESPONSIBILITIES- Sales Planning- To develop branch sales plans in line with regional sales plans. - To identify sales opportunities, formulate and manage execution of sales plans and campaigns. - To acquire new leads (e.g. through corporate talks, networking with agents, lawyer, developers) - To assign sales leads and referrals (if any) to sales team...


  • 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...


  • Malaysia CIMB Group Full time

    Sales Planning- To develop branch sales plans in line with regional sales plans. - To identify sales opportunities, formulate and manage execution of sales plans and campaigns. - To acquire new leads (e.g. through corporate talks, networking with agents, lawyer, developers) - To assign sales leads and referrals (if any) to sales team and ensure prompt...


  • 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...


  • 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...


  • Malaysia CIMB Group Full time

    **Sales Planning & Execution** - To service Private Wealth customers base above RM 1,000,000 - To promote the Bank's investment & deposit products and services to Private Wealth customers - To actively acquire New-to-Private Wealth (NTPW) customers. - To provide fast and convenient off-site banking services to NTPW customers on: - New CASA & FD accounts...


  • 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 - 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...


  • Malaysia CIMB Group Full time

    **JOB DESCRIPTION** **JOB TITLE CUSTOMER SERVICE OFFICER (CSO) - RETAIL & PREFERRED BRANCH** **Grade** **Location **Retail & Preferred Branch **Reports to **Branch Manager **Other Reporting Relationships**: **Subordinates** **Job Purpose **to administer account opening activities. To provide authorization to transact and validate branch operation...


  • Malaysia CIMB Group Full time

    JOB TITTLE- PERSONAL FINANCIAL CONSULTANT (PFC)- Grade- U8.S- Location- Branch- Reports To- Branch Manager- Other Reporting Relationship- Segment Manager- Job Purpose- Actively market and sell all core consumer products, primarily to branch walk-in customers. The Personal Financial Consultant executes a consultative selling process, which involves...


  • Malaysia CIMB Group Full time

    **JOB TITTLE PERSONAL FINANCIAL CONSULTANT (PFC)** Reports To: Branch Manager Other Reporting Relationship: Segment Manager **Job Purpose** Actively market and sell all core consumer products, primarily to branch walk-in customers. The Personal Financial Consultant executes a consultative selling process, which involves identifying and recommending CIMB...


  • Malaysia CIMB Group Full time

    Sales Planing- To actively identify and pursue sales opportunity by: - Generating new leads through asking for referrals, networking with lawyers, real estate agents, data mining existing depositors for additional opportunities etc. - Following up on leads promptly - Executing requisite number of con calls. - Participating in sales activities / customer...


  • Malaysia CIMB Group Full time

    **KEY RESPONSIBILITIES** **Sales & Operational Function** - To be responsible for end-to-end process for over-the-counter transactions on account opening, cash and non-cash transactions according to advice slips or other negotiable documents. - To be responsible on the accuracy and monitoring of the Branch's balancing activity on daily operations. - To...


  • Malaysia CIMB Group Full time

    JOB TITLE- CUSTOMER SERVICE REPRESENTATIVE TELLER (CSR TELLER)- Grade- Location- Branch (Retail / Preferred / Mini)- Reports to- Branch Manager- Other Reporting Relationships- Subordinates- Job Purpose- To perform branch operation transactions and provide efficient and effective service to achieve optimal customer satisfaction- KEY RESPONSIBILITIES-...