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