Preferred Relationship Manager, A10 Jalan Kg Baru
4 days ago
**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 processCustomer
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**:
- Note:
- The qualification indicated are the ideal requirements for the _
- 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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