Preferred Business Manager, Rd 10 My

6 months 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

  • Preferred Business Manager, Rd 8 My

    6 months ago

    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...

  • Preferred Business Manager, Rd 6 My

    6 months ago

    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. -...

  • Preferred Relationship Manager, Labuan Branch My

    6 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...

  • Branch Manager, Sungai Bakap Branch My

    6 months 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, Jalan Bank Kuantan Branch My

    6 months 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, Bandar Baru Ayer Itam Branch My

    6 months 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...

  • Preferred Relationship Manager, Taman Ungku Tun

    6 months ago

    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...

  • Preferred Relationship Manager, Plaza Azalea Shah

    6 months 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...

  • Branch Manager, Kuala Selangor Branch My

    6 months ago

    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...

  • Branch Manager, Miri Times Square Branch My

    6 months ago

    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...

  • Preferred Relationship Manager, Jalan Mahsuri Bayan

    6 months 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, Jalan Tun Ismail Kuantan Branch My

    6 months 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...

  • Preferred Relationship Manager, Jalan Dato Bandar

    6 months 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...

  • Manager, Icimb

    6 months ago

    Malaysia CIMB Group Full time

    **Key Responsibilities**: - Monitor the staff performance and ensure daily operations smooth in process - To liaise with SG business partners on any inquires and daily task operation - To liaise with MY Management team on reporting/ request/ issues related to CAD - To establish/ review/ improve the departmental SOP from time to time - To identify/ address/...

  • Relationship Manager, Mentakab Branch My

    6 months 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, A10 Jalan Kg Baru

    6 months 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...

  • Gbs - Wb - Support My (Rds)

    6 months ago

    Malaysia CIMB Group Full time

    **Job Purpose **Key Responsibilities ** - Assist in any new systems implementation e.g. requirement specification, system evaluation, installation, customization, testing, conversion and migration. - Assist users in quality assurance testing (i.e. guidance on test objectives, planning, test script design, etc. during UAT, etc.). - Study and evaluate the...

  • Relationship Manager, Parit Buntar Branch My

    6 months 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...

  • Gbs - Wb - Support & QA (Pb) My (Application

    6 months ago

    Malaysia CIMB Group Full time

    **Job Purpose ** - 2nd Level Support to investigate and escalate production issues for Avaloq, TAP-SG, TAP-MY and PTS - Maintaining all related support technical documentations - Ensure systems are working as per BAU and in compliance with CIMB IT policy **Key Responsibilities** - Responsible for support production issues, troubleshooting on Private Banking...

  • Business Development Manager

    6 months ago

    Malaysia bolttech Full time

    **In this position you will ** be leading the commercial success of bolttech’s Telco, Retail and Insurance Exchange business in Malaysia and to deliver on overall revenue goals/business targets. You will also manage existing relationships with partner(s) and continuously develop and grow them; improve account relationships and establish bolttech as an...