Preferred Relationship Manager, Pontian Kechil Branch MY

2 days ago

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

Actively retain & nurture existing Preferred base & promoting Bank's investment & deposit products and services by applying 'Farmer' concept

• To service Preferred customers base above RM 250,000

• To promote the Bank's investment & deposit products and services by applying ' Farmer ' concept.

• 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 process

• Asset Under Management (AUM)

• Deposits

• To actively retain & nurture existing Preferred base & by applying 'Farmer ' concept.

• 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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