Junior Relationship Manager, Plaza Damansara Branch My

Malaysia, Malaysia

Job Description


:

1) Sales Planning & Execution

  • To actively acquire New-to-Bank (NTB), New-to-Preferred (NTP) customers with AUM \xe2\x89\xa5RM250k
  • To upgrade existing Preferred Tier C customers base (AUM
RM250k) to Tier B / Tier A via leads
  • To promote Bank\'s other products and services that management may deem relevant to be distributed to Preferred customers via sales & referrals.
  • To provide fast and convenient off-site banking services to Preferred customers on Asset Referral (Mortgage, Wealth Financing, Cross Border Wealth Financing, Reverse Repo)
  • To complement branch on running Preferred activities to increase membership, referral and 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
2) Managing Customer Relationship
  • To build new customer relationships, actively retain & nurture existing Preferred base by applying \'Hunter\' 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. \xe2\x80\xa2 To provide advisory-based sales to NTB, NTP & ETP (Tier C) customers.
3) 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
4) Others
  • To undertake special assignments ad-hoc functions as when required
5) 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 (PBM or BM, RD, Head of CSD) and Horizontal line (BM or PBM)

CIMB

Beware of fraud agents! do not pay money to get a job

MNCJobz.com will not be responsible for any payment made to a third-party. All Terms of Use are applicable.


Job Detail

  • Job Id
    JD927946
  • Industry
    Not mentioned
  • Total Positions
    1
  • Job Type:
    Full Time
  • Salary:
    Not mentioned
  • Employment Status
    Permanent
  • Job Location
    Malaysia, Malaysia
  • Education
    Not mentioned