Business Wealth Manager, Business Wealth

2 days ago


Malaysia CIMB Group Full time 80,000 - 120,000 per year
Description

The role is responsible to - increase Commercial & SME deposit growth and customer acquisition of high value New-to-bank (NTB) - Increase penetration of cash management solutions on Commercial & SME business segment through cross sell activities ultimately capturing of main operating account.

  • Meet targets by soliciting new-to-bank and aggressive cross selling to existing customer base with focus on cross selling, increasing existing customers profitability via deposits growth.
  • To build and maintain profitable business relationships with business customers by increasing penetration of cash management solutions.
  • To use multiple prospecting methods to generate leads, set up sales meetings and pitch appropriate cash management solutions to prospects.
  • Actively seeking referrals from new and existing customers.
  • To actively identify potential sales opportunities and manage sales pipeline by working closely with various departments.
  • Ensure timely reporting on productivity & performance to Business Wealth Team Managers.
  • Participate in process improvement initiatives.
  • Mentor junior team members, where required.
  • To undertake any other related tasks as determined by the management of the Bank from time to time.
  • Ensure and maintain a high standard of AML/KYC risk assessments of customers' profile.


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