Preferred Relationship Manager, Serdang Perdana Branch MY

2 days ago

Malaysia CIMB Group Full time 60,000 - 80,000 per year
Description

Key Responsibilities:

  • Acquire and manage customer relationships by providing financial planning advice in a sales oriented environment.
  • Manage customer relationships to increase share of wallet under the "Farmer" concept.
  • Provide financial planning advice to customers - focusing on Wealth Management Products.
  • Take initiative and run activities to source leads.
  • Keep abreast of customers' need and market trends and competitors' programme offers and activities for targeted customers regularly.
  • Liaise with customers and convert leads to sales.

 Job Requirements:

  • Degree / Diploma holders in any discipline.
  • Minimum 2 – 3 years of working experience in a branch sales environment.
  • Possess the compulsory licenses such as IPPC, FIMM, PCE, CEILLI, TBE, etc.
  • Result oriented, passionate with marketing and willing to adopt to new things.
  • Ability to work independently with minimum supervision.
  • Ability to deliver high quality customer service to external and internal customers.
  • Possess good interpersonal skills and able to actively interact with all levels of customers.

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