Preferred Relationship Manager, Kota Kemuning

4 days 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 off-site banking services to NTB and NTP customers on:

- New CASA & FD accounts opening
- Handle all non-cash transaction
- 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

To complement branch on acquisition numbers
- **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)

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