Preferred Business Manager, Rd 10 My

4 weeks ago


Malaysia CIMB Group Full time

**JOB DESCRIPTION**

**Organisation Structure**

**JOB TITLE**

**Preferred Business Manager (PBM)**

**Corporate Title**
- Manager - Vice President**Job Grade**
- U6.S**Company**
- CIMB Bank Berhad**Division**
- Consumer Banking**Department**
- Consumer Sales & Distribution**Unit**
- Respective Regions**Job Location**
- Regional Office**Job Title of Direct Superior**
- Regional Director**Job Purpose**
- Lead and manage all Relationship Managers under purview to deliver consistency performance, services and customer Experience to achieve optimal profitability and productivity based on the assigned business targets.
- Deliver coaching to up skill and improve the competency of Relationship Managers on a specific skill-set towards building a sustainable sales force (e.g financial planning, sales activities management, customer engagement, sales quality and compliance based on the internal banking rules as wee as regulations)

**KEY RESPONSIBILITIES
**Sales Planning and Management**
- To develop, innovate and communicate sales plans and activities in line with regional and branch sales plans.
- Communicating, executing and monitoring strategies formulated by Preferred Segment to ensure optimal results
- To identify sales opportunities, formulate, manage and execute sales plans and campaigns while ensuring successfulness.
- To acquire new leads (e.g. through corporate talks, networking with agents, lawyers, developers)
- To assign sales leads and referrals (if any) to sales team and ensure prompt attendance and follow up is taken.
- To effectively manage the target setting and cascading processes by:
Reviewing sales target for branch sales team jointly with Regional Director

Allocating and communicating targets to branch sales team.
- To Manage sales team to deliver optimal performance by:
Performing all institutionalized briefing and sales management routine according to the required frequency.

Motivating, coaching and counselling sales team.

Mentoring team’s performance and exploring opportunities to improve performance levels.

Ensuring sales team is updated on latest product information and sales effectiveness techniques (i.e. engage Segment Support to conduct Sales Clinics)
- To manage day-to-day sales team operational and physical activities. To resolve operational and administrative issues and escalate all critical or unresolved issues to Regional Director.**Customer Relationship**
- To develop and implement strategies to improve customers experience as well as Service Quality
- To build and maintain long term and profitable relationship with key customers, including major depositors and valued customers.
- To resolve customer issues and escalate all critical or unresolved=d issues to the RD. To actively obtain feedback from customers and sales team on area of improvement (e.g. product, process, pricing, competitor information) and channel feedback to RD**Compliance**
- To ensure sales team adhere strictly to CIMB policies and procedures, including credit control procedures, audit compliance and BNM guidelines
- Ensuring understanding and drives executions on all sales processes and procedures to adhere to the bank’s compliance& regulations requirements at all time. Assist and accommodate on the implementation of new process and guidelines by internal/external department or regulator**People Management**
- Engage in joint appointments with Relationship managers in order to identify development opportunities as well as providing the on-the-job trainings.
- Keeping abreast with updated product information and market changes. Self driver and constantly self improves.
- To actively recruit and train Relationship Managers in order to contribute in acquiring business expansion. Plan and implement sales staff retention and development strategies.
- To conduct formal performance appraisal and perform career planning for sales team members (e.g. recommendation for promotion, training needs and internal transfer).
- To manage sales team to deliver optimal performance by coaching, motivating and exploring opportunities to improve performance level.
- To provide leadership and guidance to all branch staff to ensure effective coordination and drive cross selling activities. Working hand in hand with Regional Director, branch managers to facilitate the sharing of best practices, monitoring and supporting the development optimization of business and financial performance of the sales team in region.**Communication & Networking**
- Works collaboratively with vertical and product owners to align sales activities, training, workshop and seminars towards achieving Preferred goals.
- Proactively fostering good working relationships with people a=of all levels. Uses appropriate influence strategies to gain Coordinate and participate in all CIMB Preferred related events.**Others**

To undertake special assignment/ad-hoc function as and when required.

**Job Specification
**Qualifications**
- (Basic _
- Degree/Diploma et



  • Malaysia CIMB Group Full time

    JOB DESCRIPTIONOrganisation StructureJOB TITLEPreferred Business Manager (PBM)Corporate Title Manager Vice PresidentJob Grade U6.SCompany CIMB Bank BerhadDivision Consumer BankingDepartment Consumer Sales & DistributionUnit Respective RegionsJob Location Regional OfficeJob Title of Direct Superior Regional DirectorJob Purpose Lead and manage all Relationship...


  • Malaysia CIMB Group Full time

    **Responsibilities**: - Report directly to Regional Director. - To manage and grow the upper mass affluent segment of consumer banking business. - To drive Region's sales budget and business growth in upper mass affluent segment. - To provide lateral support to Preferred and Retail branches on customer base and to meet the sales target of core products. To...


  • Malaysia CIMB Group Full time

    **Responsibilities**: - Report directly to Regional Director. - To manage and grow the upper mass affluent segment of consumer banking business. - To drive Region's sales budget and business growth in upper mass affluent segment. - To provide lateral support to Preferred and Retail branches on customer base and to meet the sales target of core products. -...


  • 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 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

    Preferred Relationship ManagerKEY RESPONSIBILITIESSales Planning & ExecutionTo service Preferred customers base above RM 250,000To 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...


  • 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

    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...


  • Malaysia CIMB Group Full time

    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...


  • 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...


  • Malaysia CIMB Group Full time

    JOB TITLE :BRANCH MANAGER (BM)Grade : U6.SLocation : BranchReports To : Regional DirectorOthers Reporting & Relationship - SubordinatesCustomer Service Manager (CSM)/Assistance Customer Service Manager (ACSM)Relationship Manager (RM)Personal Financial Consultant (PFC)Customer Service Officer (CSO)Customer Service Representative (CSR)Service Ambassador...


  • 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...


  • 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...

  • Sales Manager

    5 days ago


    Malaysia Manpower MY Full time

    Responsible for Corporate and Travel Agent Room Sales for the hotel. - A clear understanding of the hotel’s business strategies then set goals and determine action plans to meet those goals. - Update action plans and financial objectives quarterly. - Identify new markets and business opportunities and increase sales. - Represent Hotels in various events...


  • Malaysia CIMB Group Full time

    JOB TITLE :BRANCH MANAGER (BM)Grade : U6.SLocation : BranchReports To : Regional DirectorOthers Reporting & Relationship - SubordinatesCustomer Service Manager (CSM)/Assistance Customer Service Manager (ACSM)Relationship Manager (RM)Personal Financial Consultant (PFC)Customer Service Officer (CSO)Customer Service Representative (CSR)Service Ambassador...


  • Malaysia CIMB Group Full time

    JOB TITLE :BRANCH MANAGER (BM)Grade : U6.SLocation : BranchReports To : Regional DirectorOthers Reporting & Relationship - SubordinatesCustomer Service Manager (CSM)/Assistance Customer Service Manager (ACSM)Relationship Manager (RM)Personal Financial Consultant (PFC)Customer Service Officer (CSO)Customer Service Representative (CSR)Service Ambassador...


  • 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

    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...