Preferred Relationship Manager, Port Dickson Branch
2 months ago
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 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 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
- 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 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)
- Key Performance Indicators- Qualification- 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 coommunicate 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
- Self starter, proactive sales drive in sales management
- Mobile throughout the region for Preferred customers acquisition activities
- Strong telemarketing skills.
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